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First Trust Large Cap Value AlphaDEX Fund

180 hedge funds and large institutions have $854M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
33
Increased
69
Reduced
58
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.9M 89,611 -436 -0.5%
IA
27
IFP Advisors
Florida
$5.74M 108,776 -4,976 -4%
AWM
28
AE Wealth Management
Kansas
$5.33M 81,062 +45,138 +126%
IWC
29
Integrated Wealth Concepts
Massachusetts
$5.02M 76,203 +6,635 +10%
Stifel Financial
30
Stifel Financial
Missouri
$4.53M 68,883 +7,490 +12%
KPWS
31
Kestra Private Wealth Services
Texas
$4.44M 67,411 +7,359 +12%
KIG
32
Kowal Investment Group
Wisconsin
$4.38M 66,566 -7,869 -11%
FPWM
33
FSB Premier Wealth Management
Iowa
$4.12M 62,546 -1,399 -2%
SAM
34
Secure Asset Management
Michigan
$4.09M 62,174 +62,174 New
AWS
35
Atria Wealth Solutions
New York
$4.01M 60,893 -8,311 -12%
AWA
36
Arkadios Wealth Advisors
Georgia
$4M 60,795 +21,122 +53%
KAS
37
Kestra Advisory Services
Texas
$3.99M 60,563 +18,593 +44%
IWM
38
IHT Wealth Management
Illinois
$3.96M 60,157 -5,941 -9%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.88M 58,943 +20 +0%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.68M 55,911 +2,645 +5%
Citadel Advisors
41
Citadel Advisors
Florida
$3.53M 53,619 +26,101 +95%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.44M 52,218 +12,728 +32%
CA
43
Cetera Advisors
Colorado
$3.16M 47,952 +15,338 +47%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$3.01M 45,708 +18,054 +65%
DADC
45
D.A. Davidson & Co
Montana
$3M 45,632 -13,900 -23%
TWM
46
Triton Wealth Management
Arizona
$3M 43,318 -492 -1%
LI
47
LVZ Inc
Michigan
$3M 45,586 +2,748 +6%
CASC
48
Coppell Advisory Solutions Corp
Texas
$2.91M 44,275 +44,275 New
CAS
49
Coppell Advisory Solutions
Texas
$2.91M 44,275 +44,275 New
IWM
50
Iams Wealth Management
Nebraska
$2.89M 43,961 +43,961 New