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First Trust Large Cap Value AlphaDEX Fund

138 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+24
Holders Change %
+21.05%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
34
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.25M -$3.14M -55,677 -71%
SG
52
StoneX Group
New York
$1.24M +$454K +8,033 +57%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.22M +$71.2K +1,260 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.21M -$255K -4,517 -17%
CWM
55
Cornerstone Wealth Management
Missouri
$1.12M -$494K -8,747 -31%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.07M -$196K -3,451 -15%
NL
57
NWAM LLC
Washington
$1.03M -$82.7K -1,463 -7%
IWM
58
IHT Wealth Management
Illinois
$1.01M -$73K -1,293 -7%
AWM
59
AE Wealth Management
Kansas
$1.01M +$694K +12,269 +220%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1M +$34.5K +610 +4%
TFA
61
Teamwork Financial Advisors
Texas
$997K +$997K +17,648 New
CFGS
62
Concourse Financial Group Securities
Alabama
$942K +$524K +9,276 +126%
Goldman Sachs
63
Goldman Sachs
New York
$915K
First Trust Advisors
64
First Trust Advisors
Illinois
$903K +$27.5K +487 +3%
CS
65
Comerica Securities
Michigan
$870K +$39.3K +696 +5%
UR
66
USCA RIA
Texas
$846K +$76.1K +1,348 +10%
WWM
67
Western Wealth Management
Colorado
$841K +$841K +14,889 New
SS
68
Simplicity Solutions
Minnesota
$819K +$819K +14,498 New
Citigroup
69
Citigroup
New York
$805K -$274K -4,851 -25%
FAIM
70
Financial Advocates Investment Management
Washington
$799K -$238K -4,203 -23%
SWM
71
SeaCrest Wealth Management
New York
$798K +$66.2K +1,172 +9%
SWP
72
Stratos Wealth Partners
Ohio
$792K -$217K -3,834 -21%
MIAN
73
Mariner Independent Advisor Network
Kansas
$779K -$22.8K -403 -3%
IAA
74
Independent Advisor Alliance
North Carolina
$680K +$680K +12,042 New
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$680K +$680K +12,078 New