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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$21.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M
4
CA
4
Cetera Advisors
Colorado
$6.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19.8M
3
RIA
3
Regal Investment Advisors
Michigan
$2.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$2.69M +$768K +10,055 +40%
GWP
52
Gateway Wealth Partners
Wisconsin
$2.6M +$338K +4,424 +15%
SAM
53
SignalPoint Asset Management
Missouri
$2.58M -$669K -8,760 -21%
AI
54
Atria Investments
North Carolina
$2.57M +$200K +2,624 +8%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.22M +$181K +2,369 +9%
NW
56
NewEdge Wealth
Pennsylvania
$2M -$1.84K -25 -0.1%
HI
57
Harbour Investments
Wisconsin
$1.98M +$346K +4,524 +21%
PAS
58
Park Avenue Securities
New York
$1.95M +$28.6K +375 +1%
OPS
59
Orion Portfolio Solutions
Nebraska
$1.94M +$123K +1,605 +7%
BCI
60
Brinker Capital Investments
Pennsylvania
$1.94M +$123K +1,605 +7%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.89M -$60.6K -793 -3%
KAS
62
Kestra Advisory Services
Texas
$1.84M +$140K +1,827 +8%
TWM
63
Trueblood Wealth Management
Ohio
$1.82M +$110K +1,437 +6%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.81M +$270K +3,544 +18%
TWM
65
Triton Wealth Management
Arizona
$1.79M -$17.3K -234 -1%
NS
66
NBC Securities
Alabama
$1.78M -$620K -8,123 -26%
OFS
67
OneAscent Financial Services
Alabama
$1.75M +$207K +2,713 +13%
EH
68
Equitable Holdings
New York
$1.63M +$13K +170 +0.8%
CCAL
69
City Center Advisors LLC
Michigan
$1.59M +$1.59M +20,872 New
William Blair & Company
70
William Blair & Company
Illinois
$1.57M -$292K -3,829 -16%
RCM
71
RMR Capital Management
California
$1.52M +$917 +12 +0.1%
BCP
72
Blackhawk Capital Partners
Wisconsin
$1.48M -$215K -2,814 -13%
CPIG
73
Chicago Partners Investment Group
Illinois
$1.44M -$163K -2,193 -10%
First Trust Advisors
74
First Trust Advisors
Illinois
$1.43M -$1.22K -16 -0.1%
SOS
75
Silver Oak Securities
Tennessee
$1.4M -$41.1K -538 -3%
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3
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