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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

180 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
75
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$18.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.2M
3
Truist Financial
3
Truist Financial
North Carolina
$16.9M
4
HFP
4
Holistic Financial Partners
Indiana
$6.96M
5
MHB
5
Midwest Heritage Bank
Iowa
$16.4M

Top Sellers

1
KWM
1
Kaydan Wealth Management
Michigan
$427K
2
Morgan Stanley
2
Morgan Stanley
New York
$198M
3
SMF
3
Sterling Manor Financial
New York
$817K
4
IA
4
IFP Advisors
Florida
$2.91M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
51
LVZ Inc
Michigan
$2.68M 40,325 -5,261 -12%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$2.57M 38,771 -920 -2%
BCP
53
Blackhawk Capital Partners
Wisconsin
$2.13M 32,154 +32,154 New
HighTower Advisors
54
HighTower Advisors
Illinois
$1.98M 29,684 -6,698 -18%
HI
55
Harbour Investments
Wisconsin
$1.87M 28,146 -3,119 -10%
KAS
56
Kestra Advisory Services
Texas
$1.85M 27,885 -32,678 -54%
EAM
57
Eukles Asset Management
Ohio
$1.83M 27,572 -901 -3%
SPIA
58
Steward Partners Investment Advisory
New York
$1.76M 26,538 +1,202 +5%
NA
59
NewEdge Advisors
Louisiana
$1.69M 25,488 +1,510 +6%
William Blair & Company
60
William Blair & Company
Illinois
$1.6M 24,083 +9,056 +60%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.58M 23,786 +10,549 +80%
AI
62
Atria Investments
North Carolina
$1.56M 23,436 +23,436 New
Jane Street
63
Jane Street
New York
$1.54M 23,269 +23,269 New
KWS
64
Keystone Wealth Services
California
$1.51M 22,782 -2,747 -11%
CPIG
65
Chicago Partners Investment Group
Illinois
$1.39M 20,903 +364 +2%
IA
66
IFG Advisory
Georgia
$1.26M 19,003 -505 -3%
SWP
67
Stratos Wealth Partners
Ohio
$1.26M 18,963 +1,779 +10%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.25M 18,810 +370 +2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.1M 16,567 -10,906 -40%
Citadel Advisors
70
Citadel Advisors
Florida
$1.03M 15,464 -38,155 -71%
PVI
71
Pine Valley Investments
New Jersey
$1.02M 15,995 +15,995 New
WWM
72
Western Wealth Management
Colorado
$982K 14,787 -161 -1%
GIA
73
Gladstone Institutional Advisory
Florida
$976K 14,695 -22,959 -61%
Brown Advisory
74
Brown Advisory
Maryland
$961K 14,474 – –
PA
75
PFG Advisors
Arizona
$945K 14,238 +5 +0%
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3
4 5