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First Trust Large Cap Value AlphaDEX Fund

180 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
75
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$6.03M 90,840 +9,778 +12%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.78M 87,103 -2,508 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.01M 75,374 +19,463 +35%
CASC
29
Coppell Advisory Solutions Corp
Texas
$4.79M 73,115 +28,840 +65%
CAS
30
Coppell Advisory Solutions
Texas
$4.79M 73,115 +28,840 +65%
Stifel Financial
31
Stifel Financial
Missouri
$4.6M 69,236 +353 +0.5%
Goldman Sachs
32
Goldman Sachs
New York
$4.56M 68,715 +42,945 +167%
KPWS
33
Kestra Private Wealth Services
Texas
$4.56M 68,657 +1,246 +2%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$4.35M 65,591 +19,883 +44%
IWM
35
IHT Wealth Management
Illinois
$4.13M 62,138 +1,981 +3%
SAM
36
Secure Asset Management
Michigan
$4.12M 62,052 -122 -0.2%
AWA
37
Arkadios Wealth Advisors
Georgia
$4.05M 60,994 +199 +0.3%
KIG
38
Kowal Investment Group
Wisconsin
$3.89M 58,570 -7,996 -12%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.85M 58,044 +5,826 +11%
FPWM
40
FSB Premier Wealth Management
Iowa
$3.75M 56,468 -6,078 -10%
IWM
41
Iams Wealth Management
Nebraska
$3.74M 57,117 +13,156 +30%
AWS
42
Atria Wealth Solutions
New York
$3.73M 56,224 -4,669 -8%
TWM
43
Triton Wealth Management
Arizona
$3.51M 53,559 +10,241 +24%
CA
44
Cetera Advisors
Colorado
$3.09M 46,488 -1,464 -3%
DADC
45
D.A. Davidson & Co
Montana
$3.07M 46,216 +584 +1%
PFA
46
Pinnacle Family Advisors
Missouri
$3M 45,133 +30,783 +215%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2.94M 44,324 +832 +2%
SAM
48
SignalPoint Asset Management
Missouri
$2.93M 44,084 +4,296 +11%
IA
49
IFP Advisors
Florida
$2.91M 55,146 -53,630 -49%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$2.82M 42,545 +1,994 +5%