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First Trust Large Cap Value AlphaDEX Fund

90 hedge funds and large institutions have $613M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
35
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$636K -$329K -6,661 -34%
First Trust Advisors
52
First Trust Advisors
Illinois
$617K -$106K -2,145 -15%
SWP
53
Stratos Wealth Partners
Ohio
$611K +$8.44K +171 +1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$601K +$22.5K +459 +4%
William Blair & Company
55
William Blair & Company
Illinois
$590K
SF
56
Synovus Financial
Georgia
$473K
Citigroup
57
Citigroup
New York
$447K -$146K -2,959 -25%
WFG
58
Wills Financial Group
Virginia
$338K -$150K -3,043 -31%
CI
59
Cavalier Investments
Georgia
$328K +$328K +6,658 New
IA
60
IFP Advisors
Florida
$320K -$40.9K -831 -11%
US Bancorp
61
US Bancorp
Minnesota
$314K -$15.3K -310 -5%
AA
62
AlphaMark Advisors
Kentucky
$309K +$20.9K +425 +7%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$301K -$22.5K -456 -7%
NWM
64
Northwest Wealth Management
Iowa
$301K -$9.07K -184 -3%
MCM
65
Mengis Capital Management
Oregon
$258K
SFS
66
Sowell Financial Services
Arkansas
$253K +$253K +5,142 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$250K -$1.62M -33,001 -87%
JCM
68
Janney Capital Management
Pennsylvania
$206K -$116K -2,363 -36%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$198K +$26.6K +539 +16%
WA
70
WFG Advisors
Texas
$175K +$6.28K +127 +4%
GRP
71
Global Retirement Partners
California
$107K +$42.6K +865 +66%
NFG
72
Next Financial Group
Texas
$81K -$197K -3,958 -71%
WEC
73
Winslow Evans & Crocker
Massachusetts
$77.2K +$4.93K +100 +7%
AssetMark Inc
74
AssetMark Inc
California
$48K
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K