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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $977M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
55
Reduced
86
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
26
Coppell Advisory Solutions
Texas
$7.09M +$3.77M +53,255 +114%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.04M +$156K +2,197 +3%
CCA
28
Cottonwood Capital Advisors
Utah
$5.72M -$303K -4,271 -5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.68M -$72.4K -1,022 -1%
AssetMark Inc
30
AssetMark Inc
California
$4.84M +$1.47M +20,801 +44%
AWA
31
Arkadios Wealth Advisors
Georgia
$4.75M +$87K +1,228 +2%
Goldman Sachs
32
Goldman Sachs
New York
$4.55M +$2.03M +28,685 +81%
KPWS
33
Kestra Private Wealth Services
Texas
$4.47M -$341K -4,812 -7%
FPWM
34
FSB Premier Wealth Management
Iowa
$4M -$135K -1,902 -3%
SAM
35
Secure Asset Management
Michigan
$3.99M -$115K -1,624 -3%
IWM
36
IHT Wealth Management
Illinois
$3.79M -$120K -1,690 -3%
AWS
37
Atria Wealth Solutions
New York
$3.76M +$16.7K +236 +0.4%
KIG
38
Kowal Investment Group
Wisconsin
$3.69M -$161K -2,274 -4%
IA
39
IFP Advisors
Florida
$3.41M -$621K -8,766 -15%
Stifel Financial
40
Stifel Financial
Missouri
$3.4M -$186K -2,631 -5%
IWM
41
Iams Wealth Management
Nebraska
$3.27M -$1.23M -17,356 -27%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$3.11M +$3.47K +49 +0.1%
SAM
43
SignalPoint Asset Management
Missouri
$3.01M -$74.2K -1,047 -2%
DADC
44
D.A. Davidson & Co
Montana
$2.7M -$189K -2,663 -7%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$2.68M +$69K +974 +3%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$2.68M +$114K +1,606 +4%
CA
47
Cetera Advisors
Colorado
$2.66M -$59.9K -846 -2%
LI
48
LVZ Inc
Michigan
$2.51M -$530K -7,480 -17%
NS
49
NBC Securities
Alabama
$2.23M -$164K -2,319 -7%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.21M +$1.42M +20,078 +181%