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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

183 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 11 closing their positions.

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
16
Increased
74
Reduced
64
Closed
11
Calls
–
Puts
$8.71M
Net Calls
-$8.71M
Net Calls Change
-$8.71M

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.56M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.33M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$26.1M
5
CAS
5
Coppell Advisory Solutions
Texas
$7.54M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$9.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$188M
3
Wells Fargo
3
Wells Fargo
California
$26.1M
4
UBS Group
4
UBS Group
Switzerland
$65M
5
SPC
5
Sigma Planning Corp
Michigan
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.59M -$1.28M -19,141 -33%
FTUS
52
Flow Traders U.S.
New York
$2.28M +$2.28M +34,187 New
NW
53
NewEdge Wealth
Pennsylvania
$2.27M +$1.4M +20,999 +161%
HI
54
Harbour Investments
Wisconsin
$2.15M +$269K +4,027 +14%
AI
55
Atria Investments
North Carolina
$2.12M +$554K +8,306 +35%
SPC
56
Sigma Planning Corp
Michigan
$2.09M -$5.9M -88,532 -74%
BCP
57
Blackhawk Capital Partners
Wisconsin
$2.09M -$57.2K -858 -3%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.97M -$15.8K -236 -0.8%
SPIA
59
Steward Partners Investment Advisory
New York
$1.82M +$51.7K +775 +3%
NA
60
NewEdge Advisors
Louisiana
$1.76M +$55.5K +833 +3%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.74M +$152K +2,272 +10%
EAM
62
Eukles Asset Management
Ohio
$1.73M -$111K -1,661 -6%
KAS
63
Kestra Advisory Services
Texas
$1.72M -$136K -2,047 -7%
William Blair & Company
64
William Blair & Company
Illinois
$1.65M +$47K +705 +3%
GWP
65
Gateway Wealth Partners
Wisconsin
$1.52M +$618K +9,274 +69%
PAS
66
Park Avenue Securities
New York
$1.46M +$637K +9,557 +77%
CPIG
67
Chicago Partners Investment Group
Illinois
$1.44M -$16.2K -232 -1%
SWP
68
Stratos Wealth Partners
Ohio
$1.38M +$115K +1,729 +9%
EH
69
Equitable Holdings
New York
$1.37M +$1.03M +15,463 +305%
OPS
70
Orion Portfolio Solutions
Nebraska
$1.36M +$629K +9,430 +86%
BCI
71
Brinker Capital Investments
Pennsylvania
$1.36M +$629K +9,430 +86%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.35M +$248K +3,726 +22%
OFS
73
OneAscent Financial Services
Alabama
$1.31M +$389K +5,833 +42%
First Trust Advisors
74
First Trust Advisors
Illinois
$1.26M +$1.73K +26 +0.1%
IA
75
IFG Advisory
Georgia
$1.17M -$102K -1,525 -8%
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3
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