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First Trust Large Cap Value AlphaDEX Fund

121 hedge funds and large institutions have $479M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
49
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
51
StoneX Group
New York
$857K +$331K +6,018 +63%
SS
52
Simplicity Solutions
Minnesota
$820K -$175K -3,180 -18%
WWM
53
Western Wealth Management
Colorado
$807K -$11.9K -216 -1%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$648K -$1.55M -28,258 -71%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$632K +$1.76K +32 +0.3%
CS
56
Credit Suisse
Switzerland
$606K
OC
57
Oppenheimer & Co
New York
$598K -$249K -4,530 -29%
AWM
58
AE Wealth Management
Kansas
$595K -$131K -2,388 -18%
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$580K +$151K +2,759 +35%
PFA
60
Pinnacle Family Advisors
Missouri
$512K +$512K +9,324 New
BRC
61
BHF RG Capital
Arizona
$494K +$2.75K +50 +0.6%
CAM
62
Concorde Asset Management
Michigan
$455K +$28.3K +516 +7%
MA
63
Mutual Advisors
Nebraska
$446K +$14.3K +260 +3%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$422K +$422K +7,683 New
RA
65
RFG Advisory
Alabama
$420K -$209K -3,665 -33%
VA
66
Valmark Advisers
Ohio
$410K
Citigroup
67
Citigroup
New York
$391K -$44.7K -815 -10%
MIM
68
MTM Investment Management
South Carolina
$378K +$378K +6,882 New
Bank of New York Mellon
69
Bank of New York Mellon
New York
$358K +$35.9K +653 +11%
FAIM
70
Financial Advocates Investment Management
Washington
$345K +$16.3K +296 +5%
CA
71
Cetera Advisors
Colorado
$323K -$96.6K -1,758 -23%
VFA
72
Voya Financial Advisors
Connecticut
$318K -$36.7K -675 -10%
IA
73
IFG Advisory
Georgia
$317K +$65.8K +1,201 +26%
CWM
74
Cornerstone Wealth Management
Missouri
$311K -$209K -3,796 -40%
NNP
75
Nachman Norwood & Parrott
South Carolina
$279K