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First Trust Large Cap Value AlphaDEX Fund

215 hedge funds and large institutions have $1.07B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 14 closing their positions.

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
67
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FPWM
51
FSB Premier Wealth Management
Iowa
$2.36M 30,871 -1,402 -4%
RIA
52
Regal Investment Advisors
Michigan
$2.35M 30,719 +75 +0.2%
PA
53
PFG Advisors
Arizona
$2.25M 29,371 +16,465 +128%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$2.23M 29,174 -11,420 -28%
Jane Street
55
Jane Street
New York
$2.2M 28,733 +14,365 +100%
NW
56
NewEdge Wealth
Pennsylvania
$2.02M 26,422 +30 +0.1%
TWM
57
Triton Wealth Management
Arizona
$1.95M 23,910
OPS
58
Orion Portfolio Solutions
Nebraska
$1.91M 24,929 -11,710 -32%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.91M 24,929 -11,710 -32%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$1.71M 22,323 -1,268 -5%
KAS
61
Kestra Advisory Services
Texas
$1.66M 21,744 -1,568 -7%
PAS
62
Park Avenue Securities
New York
$1.6M 20,935 -3,812 -15%
EH
63
Equitable Holdings
New York
$1.59M 20,810 +90 +0.4%
OFS
64
OneAscent Financial Services
Alabama
$1.56M 20,331 +20,331 New
RCM
65
RMR Capital Management
California
$1.5M 19,611 -239 -1%
SG
66
StoneX Group
New York
$1.47M 19,239 +19,239 New
First Trust Advisors
67
First Trust Advisors
Illinois
$1.44M 18,780 +2,524 +16%
BCP
68
Blackhawk Capital Partners
Wisconsin
$1.43M 18,661 +35 +0.2%
SWP
69
Stratos Wealth Partners
Ohio
$1.4M 18,261 -17,763 -49%
SOS
70
Silver Oak Securities
Tennessee
$1.38M 18,153 -330 -2%
SA
71
Sanctuary Advisors
Indiana
$1.37M 17,228 -3,697 -18%
LSIA
72
LaSalle St. Investment Advisors
Illinois
$1.35M 17,642 +17,642 New
SPC
73
Sigma Planning Corp
Michigan
$1.33M 17,400 +3,597 +26%
CIA
74
Concurrent Investment Advisors
Florida
$1.3M 16,974 -1,297 -7%
WWM
75
Western Wealth Management
Colorado
$1.28M 16,781 -772 -4%