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First Trust Large Cap Value AlphaDEX Fund
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Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.01M
3
Jane Street
3
Jane Street
New York
$1.14M
4
AssetMark Inc
4
AssetMark Inc
California
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
KWM
3
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
51
FSB Premier Wealth Management
Iowa
$2.55M -$883K -11,161 -26%
RIA
52
Regal Investment Advisors
Michigan
$2.42M -$503K -6,356 -17%
NW
53
NewEdge Wealth
Pennsylvania
$2.09M -$41.9K -530 -2%
Citadel Advisors
54
Citadel Advisors
Florida
$2.01M +$1.4M +17,692 +229%
PAS
55
Park Avenue Securities
New York
$1.96M -$179K -2,260 -8%
TWM
56
Triton Wealth Management
Arizona
$1.89M -$8.77K -111 -0.5%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1.87M -$396 -5 -0%
KAS
58
Kestra Advisory Services
Texas
$1.84M -$271K -3,426 -13%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.79M -$49.3K -622 -3%
SA
60
Sanctuary Advisors
Indiana
$1.73M +$81.5K +985 +5%
GS
61
GTS Securities
New York
$1.68M -$18.2K -230 -1%
EH
62
Equitable Holdings
New York
$1.64M -$48.3K -610 -3%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.62M -$2.13M -26,974 -57%
RCM
64
RMR Capital Management
California
$1.57M +$475 +6 +0%
BCP
65
Blackhawk Capital Partners
Wisconsin
$1.47M -$11.6K -147 -0.8%
SOS
66
Silver Oak Securities
Tennessee
$1.46M -$947 -12 -0.1%
CIA
67
Concurrent Investment Advisors
Florida
$1.45M +$117K +1,473 +9%
WWM
68
Western Wealth Management
Colorado
$1.39M -$31.4K -397 -2%
CPIG
69
Chicago Partners Investment Group
Illinois
$1.33M -$37.6K -476 -3%
SAM
70
SignalPoint Asset Management
Missouri
$1.29M -$496K -6,283 -28%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.29M -$950 -12 -0.1%
NS
72
NBC Securities
Alabama
$1.28M -$375K -4,733 -23%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1.22M -$97.5K -1,232 -7%
SPIA
74
Steward Partners Investment Advisory
New York
$1.18M +$13.7K +173 +1%
Goldman Sachs
75
Goldman Sachs
New York
$1.16M +$933K +11,792 +403%
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