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First Trust Large Cap Value AlphaDEX Fund

127 hedge funds and large institutions have $665M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $696M → $665M (-$30.4M)

1.29% less ownership

Funds ownership: 65.98%64.7% (-1.3%)

5% less funds holding

Funds holding: 133127 (-6)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$1.25M +$162K +2,454 +15%
CA
52
Cetera Advisors
Colorado
$1.16M +$337K +5,105 +40%
SWP
53
Stratos Wealth Partners
Ohio
$1.1M -$21.7K -329 -2%
SB
54
Strategic Blueprint
Georgia
$903K +$47.1K +713 +5%
IA
55
IFG Advisory
Georgia
$881K +$199K +3,006 +28%
CS
56
Comerica Securities
Michigan
$860K +$9.58K +145 +1%
FAIM
57
Financial Advocates Investment Management
Washington
$781K -$27.6K -417 -3%
AWM
58
AE Wealth Management
Kansas
$776K +$232K +3,507 +41%
PFA
59
Pinnacle Family Advisors
Missouri
$747K -$1.85K -28 -0.2%
JP Morgan Chase
60
JP Morgan Chase
New York
$742K
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$646K -$1.45K -22 -0.2%
OC
62
Oppenheimer & Co
New York
$635K -$49.5K -749 -7%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$633K +$141K +2,130 +28%
BRC
64
BHF RG Capital
Arizona
$587K +$1.92K +29 +0.3%
IWN
65
Independent Wealth Network
Iowa
$551K +$533K +8,068 New
MA
66
Mutual Advisors
Nebraska
$545K +$1.78K +27 +0.3%
VA
67
Valmark Advisers
Ohio
$481K
US Bancorp
68
US Bancorp
Minnesota
$476K -$876K -13,251 -64%
IFG
69
Independent Financial Group
California
$467K +$42.2K +639 +10%
CAM
70
Concorde Asset Management
Michigan
$465K +$58.7K +888 +14%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$446K +$206K +3,125 +82%
HWM
72
Holloway Wealth Management
Florida
$441K
MIM
73
MTM Investment Management
South Carolina
$430K -$13.2K -200 -3%
NFG
74
Next Financial Group
Texas
$387K +$28.8K +436 +8%
MOS
75
MGO One Seven
Ohio
$362K -$1.08M -16,409 -75%