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First Trust Large Cap Value AlphaDEX Fund

75 hedge funds and large institutions have $488M invested in First Trust Large Cap Value AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
51
Janney Capital Management
Pennsylvania
$278K +$127 +3 +0%
US Bancorp
52
US Bancorp
Minnesota
$253K -$14.2K -333 -5%
ICOA
53
Investment Centers of America
North Dakota
$252K -$351K -8,215 -58%
IA
54
IFP Advisors
Florida
$239K -$449K -10,531 -65%
NFG
55
Next Financial Group
Texas
$229K +$104K +2,447 +84%
MCM
56
Mengis Capital Management
Oregon
$223K +$223K +5,248 New
WA
57
WFG Advisors
Texas
$158K -$16.8K -394 -10%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$96K -$89.6K -2,097 -48%
WEC
59
Winslow Evans & Crocker
Massachusetts
$49.6K
AssetMark Inc
60
AssetMark Inc
California
$42K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$36K
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K
ST
63
Smithfield Trust
Pennsylvania
$26K
ASN
64
Advisory Services Network
Georgia
$21K
WRM
65
Westport Resources Management
Connecticut
$21K
CFA
66
Carroll Financial Associates
North Carolina
$20K
AWM
67
Avior Wealth Management
Nebraska
$18K +$84 +2 +0.5%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$15K
IWM
69
Integrated Wealth Management
California
$15K +$15K +358 New
KLI
70
Kelman-Lazarov Inc
Tennessee
$10.6K -$1.1M -26,000 -99%
MA
71
MCF Advisors
Kentucky
$9K
GWM
72
Geneos Wealth Management
Colorado
$8K -$72.4K -1,811 -90%
AIM
73
Advantage Investment Management
Iowa
$3K -$97.4K -2,013 -97%
BlackRock
74
BlackRock
New York
$1K
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$1.7M -42,558 Closed