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First Trust Large Cap Value AlphaDEX Fund
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Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.01M
3
Jane Street
3
Jane Street
New York
$1.14M
4
AssetMark Inc
4
AssetMark Inc
California
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
KWM
3
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.99M +$173K +2,186 +3%
SCA
27
Snowden Capital Advisors
New York
$5.82M -$63.4K -801 -1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.72M -$342K -4,320 -6%
CCA
29
Cottonwood Capital Advisors
Utah
$5.39M -$607K -7,671 -10%
AWA
30
Arkadios Wealth Advisors
Georgia
$4.86M -$458K -5,788 -9%
Stifel Financial
31
Stifel Financial
Missouri
$4.4M -$355K -4,488 -7%
SAM
32
Secure Asset Management
Michigan
$4.35M +$87.2K +1,102 +2%
IWM
33
IHT Wealth Management
Illinois
$4.28M -$66.7K -843 -2%
AWS
34
Atria Wealth Solutions
New York
$4.16M +$33.4K +422 +0.8%
IA
35
IFP Advisors
Florida
$3.95M +$26.2K +331 +0.7%
KIG
36
Kowal Investment Group
Wisconsin
$3.94M +$14.3K +181 +0.4%
PFS
37
Prospera Financial Services
Texas
$3.91M +$356K +4,504 +10%
KPWS
38
Kestra Private Wealth Services
Texas
$3.65M -$320K -4,042 -8%
IWM
39
Iams Wealth Management
Nebraska
$3.5M +$258K +3,263 +8%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$3.21M -$124K -1,568 -4%
BEI
41
Benjamin Edwards Inc
Missouri
$3.02M +$2.77M +34,998 +1,117%
AI
42
Atria Investments
North Carolina
$2.92M +$191K +2,415 +7%
OPS
43
Orion Portfolio Solutions
Nebraska
$2.9M +$360K +4,552 +14%
BCI
44
Brinker Capital Investments
Pennsylvania
$2.9M +$360K +4,552 +14%
DADC
45
D.A. Davidson & Co
Montana
$2.89M -$27K -341 -0.9%
SWP
46
Stratos Wealth Partners
Ohio
$2.85M -$153K -1,939 -5%
LI
47
LVZ Inc
Michigan
$2.85M +$31.1K +393 +1%
HI
48
Harbour Investments
Wisconsin
$2.78M -$130K -1,641 -4%
GWP
49
Gateway Wealth Partners
Wisconsin
$2.77M -$68.7K -868 -2%
TWM
50
Trueblood Wealth Management
Ohio
$2.66M +$615K +7,773 +30%
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