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First Trust Large Cap Value AlphaDEX Fund

140 hedge funds and large institutions have $647M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+19
Holders Change %
+15.7%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
47
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$1.39M -$83.4K -1,310 -6%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.23M -$71.3K -1,120 -5%
CPIG
53
Chicago Partners Investment Group
Illinois
$1.21M -$95.9K -1,464 -7%
MOS
54
MGO One Seven
Ohio
$1.16M +$1.16M +18,296 New
SWP
55
Stratos Wealth Partners
Ohio
$1.1M +$62.4K +981 +6%
CS
56
Comerica Securities
Michigan
$977K -$37.5K -589 -4%
SG
57
StoneX Group
New York
$970K -$23.2K -364 -2%
WWM
58
Western Wealth Management
Colorado
$891K -$44.5K -699 -5%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$733K
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$702K +$29K +456 +4%
KAS
61
Kestra Advisory Services
Texas
$692K -$407K -6,394 -37%
OC
62
Oppenheimer & Co
New York
$676K -$16.2K -255 -2%
PFA
63
Pinnacle Family Advisors
Missouri
$672K +$78.1K +1,226 +13%
AWM
64
AE Wealth Management
Kansas
$610K -$79.1K -1,244 -11%
BRC
65
BHF RG Capital
Arizona
$576K +$3.69K +58 +0.6%
IA
66
IFG Advisory
Georgia
$573K +$205K +3,224 +56%
SWM
67
Spire Wealth Management
Virginia
$549K +$549K +8,632 New
MA
68
Mutual Advisors
Nebraska
$531K +$14.6K +229 +3%
HWM
69
Holloway Wealth Management
Florida
$525K -$49K
Citigroup
70
Citigroup
New York
$499K +$45.3K +711 +10%
FAIM
71
Financial Advocates Investment Management
Washington
$495K +$94.9K +1,489 +24%
VA
72
Valmark Advisers
Ohio
$475K
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$453K -$36K -566 -7%
MIM
74
MTM Investment Management
South Carolina
$438K
CAM
75
Concorde Asset Management
Michigan
$414K -$114K -1,793 -22%