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First Trust Large Cap Value AlphaDEX Fund

90 hedge funds and large institutions have $613M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
35
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ST
76
Smithfield Trust
Pennsylvania
$30K
ASN
77
Advisory Services Network
Georgia
$25K +$25K +500 New
EA
78
Edge Advisors
Georgia
$25K +$25K +525 New
CFA
79
Carroll Financial Associates
North Carolina
$24K
SEI Investments
80
SEI Investments
Pennsylvania
$23K +$23K +474 New
AWM
81
Avior Wealth Management
Nebraska
$21K +$98 +2 +0.5%
PS
82
Portfolio Solutions
Michigan
$16K +$16K +323 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$15K +$15K +300 New
GWM
84
Geneos Wealth Management
Colorado
$9K
HCA
85
Harbour Capital Advisors
Virginia
$3.25K +$3.25K +66 New
AIM
86
Advantage Investment Management
Iowa
$3K
GI
87
Gradient Investments
Minnesota
$3K +$3K +62 New
SPIA
88
Steward Partners Investment Advisory
New York
$2K +$2K +44 New
BlackRock
89
BlackRock
New York
$1K
PFA
90
Pinnacle Family Advisors
Missouri
-$1.21M -25,889 Closed
LI
91
LVZ Inc
Michigan
-$401K -8,550 Closed
MPI
92
Mairs & Power Inc
Minnesota
-$336K -7,174 Closed
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
-$22K -464 Closed
AA
94
Ancora Advisors
Ohio
-$17K -357 Closed
KLI
95
Kelman-Lazarov Inc
Tennessee
-$11.7K -250 Closed
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
-$8K -179 Closed