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First Trust Large Cap Value AlphaDEX Fund

95 hedge funds and large institutions have $654M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
33
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$90K -$3.9K -76 -4%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$87K +$87K +1,706 New
NFG
78
Next Financial Group
Texas
$73K
SPIA
79
Steward Partners Investment Advisory
New York
$56K +$53.8K +1,053 +2,393%
AssetMark Inc
80
AssetMark Inc
California
$50K
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K
GRP
82
Global Retirement Partners
California
$31K -$37.3K -740 -55%
ST
83
Smithfield Trust
Pennsylvania
$31K
TC
84
Trust Company
Kansas
$29K +$29K +571 New
WEC
85
Winslow Evans & Crocker
Massachusetts
$28.9K -$51K -999 -64%
EA
86
Edge Advisors
Georgia
$26K -$20.6K -415 -44%
ASN
87
Advisory Services Network
Georgia
$26K
CFA
88
Carroll Financial Associates
North Carolina
$25K
JCM
89
Jacobi Capital Management
Pennsylvania
$15K
GWM
90
Geneos Wealth Management
Colorado
$10K -$43.4K -868 -81%
SEI Investments
91
SEI Investments
Pennsylvania
$10K -$17.6K -349 -64%
BCI
92
Brinker Capital Investments
Pennsylvania
$4K +$4K +84 New
AIM
93
Advantage Investment Management
Iowa
$3K
BWL
94
Bogart Wealth LLC
Virginia
$3K +$3K +50 New
SPWA
95
SteelBridge Private Wealth Advisors
Florida
-$685K -13,650 Closed
NWM
96
Northwest Wealth Management
Iowa
-$312K -6,219 Closed
SFS
97
Sowell Financial Services
Arkansas
-$281K -5,537 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$253K -5,034 Closed
TSS
99
Two Sigma Securities
New York
-$212K -4,217 Closed
VAM
100
Visionary Asset Management
Texas
-$211K -4,213 Closed