FTA icon

First Trust Large Cap Value AlphaDEX Fund

113 hedge funds and large institutions have $695M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
46
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$1.01M 19,270 +755 +4%
FA
52
FDx Advisors
Illinois
$1M 19,173 -1,399 -7%
Goldman Sachs
53
Goldman Sachs
New York
$851K 16,272
KWM
54
Kingsview Wealth Management
Oregon
$850K 16,254 -83 -0.5%
Citigroup
55
Citigroup
New York
$826K 15,774 -3,276 -17%
IWM
56
IHT Wealth Management
Illinois
$808K 15,449 -32 -0.2%
LI
57
LVZ Inc
Michigan
$768K 12,957 -1,727 -12%
BAAM
58
Baker Avenue Asset Management
California
$714K 13,650
VF
59
Virtu Financial
New York
$681K 13,001 +13,001 New
FAIM
60
Financial Advocates Investment Management
Washington
$652K 12,473 +12,473 New
William Blair & Company
61
William Blair & Company
Illinois
$650K 12,414 +55 +0.4%
FHA
62
First Horizon Advisors
Tennessee
$607K 11,622 -1,714 -13%
SG
63
StoneX Group
New York
$603K 11,517 +1,822 +19%
First Trust Advisors
64
First Trust Advisors
Illinois
$587K 11,214 -55 -0.5%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$572K 10,923 +1,540 +16%
BBA
66
Braun-Bostich & Associates
Pennsylvania
$557K 10,643 +1 +0%
GFPC
67
Global Financial Private Capital
Florida
$557K 10,638 +693 +7%
CWS
68
Cypress Wealth Services
California
$539K 10,308 +500 +5%
UR
69
USCA RIA
Texas
$481K 9,194 +561 +6%
MHS
70
M Holdings Securities
Oregon
$456K 8,717 -282 -3%
SF
71
Synovus Financial
Georgia
$402K 7,685
VA
72
Valmark Advisers
Ohio
$391K 7,466
UCFA
73
United Capital Financial Advisors
Texas
$365K 6,980 +6,980 New
WFG
74
Wills Financial Group
Virginia
$356K 6,819
CAN
75
Claraphi Advisory Network
United States
$350K 6,694 -17 -0.3%