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First Trust Large Cap Value AlphaDEX Fund

197 hedge funds and large institutions have $814M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 90 reducing their positions, and 18 closing their positions.

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
56
Reduced
90
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.63M -$142K -1,932 -2%
CCA
27
Cottonwood Capital Advisors
Utah
$5.53M -$165K -2,260 -3%
SCA
28
Snowden Capital Advisors
New York
$5.47M -$319K -4,328 -5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.41M -$424K -5,762 -7%
AWA
30
Arkadios Wealth Advisors
Georgia
$4.95M +$267K +3,629 +6%
Stifel Financial
31
Stifel Financial
Missouri
$4.43M +$60.6K +824 +1%
IWM
32
IHT Wealth Management
Illinois
$4.04M -$157K -2,127 -4%
SAM
33
Secure Asset Management
Michigan
$3.96M -$72.3K -982 -2%
AWS
34
Atria Wealth Solutions
New York
$3.84M +$213K +2,890 +6%
KPWS
35
Kestra Private Wealth Services
Texas
$3.7M -$99K -1,345 -3%
IA
36
IFP Advisors
Florida
$3.65M +$516K +7,007 +16%
KIG
37
Kowal Investment Group
Wisconsin
$3.65M -$73.9K -1,004 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.5M -$1.06M -14,437 -23%
PFS
39
Prospera Financial Services
Texas
$3.31M +$713K +9,693 +28%
FPWM
40
FSB Premier Wealth Management
Iowa
$3.2M -$791K -10,747 -20%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$3.1M -$17.5K -238 -0.6%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$3.09M -$13.2K -179 -0.4%
IWM
43
Iams Wealth Management
Nebraska
$3.02M -$553K -7,510 -15%
SWP
44
Stratos Wealth Partners
Ohio
$2.79M +$6.26K +85 +0.2%
RIA
45
Regal Investment Advisors
Michigan
$2.72M -$21.6K -294 -0.8%
DADC
46
D.A. Davidson & Co
Montana
$2.71M +$9.35K +127 +0.3%
HI
47
Harbour Investments
Wisconsin
$2.71M +$801K +10,877 +42%
GWP
48
Gateway Wealth Partners
Wisconsin
$2.64M +$136K +1,853 +5%
LI
49
LVZ Inc
Michigan
$2.62M -$71.2K -967 -3%
AI
50
Atria Investments
North Carolina
$2.53M +$62K +842 +3%