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First Trust Large Cap Value AlphaDEX Fund

181 hedge funds and large institutions have $801M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
60
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$2.39M -$255K -3,944 -10%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$2.34M +$2.34M +36,164 New
Goldman Sachs
53
Goldman Sachs
New York
$2.31M -$985K -15,213 -30%
NW
54
NewEdge Wealth
Pennsylvania
$2.21M +$2.53K +39 +0.1%
NS
55
NBC Securities
Alabama
$2.19M +$2.19M +33,763 New
BCP
56
Blackhawk Capital Partners
Wisconsin
$2M -$25.3K -390 -1%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.99M +$84.3K +1,301 +4%
GWP
58
Gateway Wealth Partners
Wisconsin
$1.97M +$496K +7,660 +34%
NA
59
NewEdge Advisors
Louisiana
$1.93M +$222K +3,431 +13%
SPIA
60
Steward Partners Investment Advisory
New York
$1.9M +$133K +2,049 +8%
AI
61
Atria Investments
North Carolina
$1.77M -$283K -4,371 -14%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$1.7M +$12.1K +187 +0.7%
HI
63
Harbour Investments
Wisconsin
$1.63M -$450K -6,942 -22%
William Blair & Company
64
William Blair & Company
Illinois
$1.59M -$13.2K -203 -0.8%
TWM
65
Triton Wealth Management
Arizona
$1.59M -$1.88M -28,745 -54%
SPC
66
Sigma Planning Corp
Michigan
$1.59M -$444K -6,856 -22%
EAM
67
Eukles Asset Management
Ohio
$1.58M -$103K -1,585 -6%
PFS
68
Prospera Financial Services
Texas
$1.56M +$1.1M +16,944 +240%
PAS
69
Park Avenue Securities
New York
$1.55M +$136K +2,097 +10%
OPS
70
Orion Portfolio Solutions
Nebraska
$1.44M +$115K +1,780 +9%
BCI
71
Brinker Capital Investments
Pennsylvania
$1.44M +$115K +1,780 +9%
KAS
72
Kestra Advisory Services
Texas
$1.42M -$252K -3,893 -15%
SWP
73
Stratos Wealth Partners
Ohio
$1.42M +$80.4K +1,241 +6%
EH
74
Equitable Holdings
New York
$1.38M +$51.3K +792 +4%
VF
75
Virtu Financial
New York
$1.29M +$1.29M +19,948 New