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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$21.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M
4
CA
4
Cetera Advisors
Colorado
$6.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19.8M
3
RIA
3
Regal Investment Advisors
Michigan
$2.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASC
26
Coppell Advisory Solutions Corp
Texas
$6.78M +$6.78M +88,768 New
CA
27
Cetera Advisors
Colorado
$6.38M +$3.51M +45,908 +122%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.06M -$451K -5,909 -7%
SCA
29
Snowden Capital Advisors
New York
$6.01M -$1.73M -22,704 -22%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.99M -$132K -1,734 -2%
CCA
31
Cottonwood Capital Advisors
Utah
$5.69M -$194K -2,665 -3%
AWA
32
Arkadios Wealth Advisors
Georgia
$4.86M -$268K -3,509 -5%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.73M +$2.35M +30,773 +99%
Stifel Financial
34
Stifel Financial
Missouri
$4.53M +$869K +11,374 +24%
IWM
35
IHT Wealth Management
Illinois
$4.35M +$266K +3,482 +7%
SAM
36
Secure Asset Management
Michigan
$4.19M -$116K -1,513 -3%
FPWM
37
FSB Premier Wealth Management
Iowa
$4.14M -$176K -2,299 -4%
KPWS
38
Kestra Private Wealth Services
Texas
$3.94M -$886K -11,595 -18%
KIG
39
Kowal Investment Group
Wisconsin
$3.86M -$117K -1,528 -3%
AWS
40
Atria Wealth Solutions
New York
$3.77M -$292K -3,829 -7%
IWM
41
Iams Wealth Management
Nebraska
$3.49M +$169K +2,345 +5%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$3.29M -$60.7K -795 -2%
IA
43
IFP Advisors
Florida
$3.25M -$423K -5,544 -12%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$3.24M +$354K +4,630 +12%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$3.22M +$331K +4,338 +11%
Citadel Advisors
46
Citadel Advisors
Florida
$3.01M +$1.8M +23,568 +148%
SWP
47
Stratos Wealth Partners
Ohio
$2.89M +$734K +9,605 +34%
RIA
48
Regal Investment Advisors
Michigan
$2.85M -$5.62M -73,599 -66%
DADC
49
D.A. Davidson & Co
Montana
$2.8M -$110K -1,440 -4%
LI
50
LVZ Inc
Michigan
$2.79M +$88.8K +1,163 +3%
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