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First Trust Large Cap Value AlphaDEX Fund

96 hedge funds and large institutions have $651M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
40
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$78K -$571K -11,377 -88%
NFG
77
Next Financial Group
Texas
$71K -$10.8K -215 -13%
GRP
78
Global Retirement Partners
California
$68K -$41.1K -819 -38%
GWM
79
Geneos Wealth Management
Colorado
$53K +$43.1K +868 +434%
AssetMark Inc
80
AssetMark Inc
California
$49K
EA
81
Edge Advisors
Georgia
$47K +$20.8K +415 +79%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42K
ST
83
Smithfield Trust
Pennsylvania
$30K
SEI Investments
84
SEI Investments
Pennsylvania
$27K +$3.6K +73 +15%
ASN
85
Advisory Services Network
Georgia
$25K
VWA
86
V Wealth Advisors
Kansas
$25K +$25K +500 New
CFA
87
Carroll Financial Associates
North Carolina
$24K
IPC
88
Independent Portfolio Consultants
Florida
$17K +$17K +345 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$15K +$50 +1 +0.3%
JCM
90
Jacobi Capital Management
Pennsylvania
$15K +$15K +300 New
Creative Planning
91
Creative Planning
Kansas
$12K +$12K +239 New
AIM
92
Advantage Investment Management
Iowa
$3K
SPIA
93
Steward Partners Investment Advisory
New York
$2K
BlackRock
94
BlackRock
New York
$2K
IWM
95
IHT Wealth Management
Illinois
$10 -$1 -2,051 -7%
CS
96
Credit Suisse
Switzerland
-$6.32M -128,110 Closed
BCM
97
Barometer Capital Management
Ontario, Canada
-$2.33M -47,200 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$250K -5,078 Closed
AWM
99
Avior Wealth Management
Nebraska
-$21K -430 Closed
PS
100
Portfolio Solutions
Michigan
-$16K -323 Closed