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First Trust Large Cap Value AlphaDEX Fund
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Overview Fund Activity

157 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$227M
2
SMF
2
Sterling Manor Financial
New York
$7.84M
3
LPL Financial
3
LPL Financial
California
$67.9M
4
RJA
4
Raymond James & Associates
Florida
$16.8M
5
Wells Fargo
5
Wells Fargo
California
$38.9M

Top Sellers

1
HWM
1
Holloway Wealth Management
Florida
$533K
2
CAN
2
Cetera Advisor Networks
California
$16.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.8M
4
William Blair & Company
4
William Blair & Company
Illinois
$788K
5
CFGS
5
Concourse Financial Group Securities
Alabama
$557K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$2.05M +$1.03M +14,573 +101%
CA
52
Cetera Advisors
Colorado
$1.98M +$985K +13,968 +99%
KWS
53
Keystone Wealth Services
California
$1.89M +$30.3K +430 +2%
MCC
54
Money Concepts Capital
Florida
$1.79M +$1.79M +25,423 New
AWM
55
AE Wealth Management
Kansas
$1.57M +$384K +5,443 +32%
SPIA
56
Steward Partners Investment Advisory
New York
$1.55M +$1.33M +18,890 +621%
First Trust Advisors
57
First Trust Advisors
Illinois
$1.37M -$6.98K -99 -0.5%
IA
58
IFG Advisory
Georgia
$1.36M +$224K +3,179 +20%
CCA
59
Clearwater Capital Advisors
Illinois
$1.34M -$55K -780 -4%
PA
60
PFG Advisors
Arizona
$1.32M +$152K +2,155 +13%
SCFS
61
S.C. Financial Services
Arizona
$1.25M -$11.5K -163 -0.9%
PIA
62
Perennial Investment Advisors
California
$1.24M +$1.24M +17,528 New
CPIG
63
Chicago Partners Investment Group
Illinois
$1.23M +$8.67K +130 +0.7%
SWP
64
Stratos Wealth Partners
Ohio
$1.17M +$41.7K +591 +4%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.16M +$574K +8,139 +99%
AWA
66
Arkadios Wealth Advisors
Georgia
$1.15M +$1.15M +16,288 New
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$1.1M +$1.1M +15,574 New
PFA
68
Pinnacle Family Advisors
Missouri
$1.02M +$56.5K +802 +6%
GIA
69
Gladstone Institutional Advisory
Florida
$984K -$1.11M -15,753 -53%
TLFA
70
True Link Financial Advisors
California
$938K +$899K +12,740 +2,287%
CS
71
Comerica Securities
Michigan
$915K -$7.68K -109 -0.8%
FAIM
72
Financial Advocates Investment Management
Washington
$912K -$3.88K -55 -0.4%
E
73
ETFidea
New York
$887K – – –
FTUS
74
Flow Traders U.S.
New York
$863K +$863K +12,232 New
WCFA
75
Walkner Condon Financial Advisors
Wisconsin
$843K +$843K +11,953 New
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