FTA icon

First Trust Large Cap Value AlphaDEX Fund

109 hedge funds and large institutions have $721M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+14
Holders Change %
+14.74%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
38
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$302K -$38.6K -708 -11%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$287K -$38.6K -706 -12%
MCM
78
Mengis Capital Management
Oregon
$286K
BRWA
79
B. Riley Wealth Advisors
Florida
$282K +$282K +5,147 New
Ameriprise
80
Ameriprise
Minnesota
$244K -$1.52M -27,856 -86%
AA
81
AlphaMark Advisors
Kentucky
$240K -$76.4K -1,400 -24%
JCM
82
Janney Capital Management
Pennsylvania
$228K
MOS
83
MGO One Seven
Ohio
$142K +$142K +2,592 New
SG Americas Securities
84
SG Americas Securities
New York
$110K -$201K -3,665 -65%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$101K +$5.35K +98 +6%
BTIS
86
BB&T Investment Services
North Carolina
$96K +$96K +1,765 New
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$94K +$493 +9 +0.5%
TRCT
88
Tower Research Capital (TRC)
New York
$92K -$702K -12,814 -88%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$79K +$79K +1,455 New
AWA
90
Acorn Wealth Advisors
Michigan
$78K +$78K +1,418 New
ASN
91
Advisory Services Network
Georgia
$75K +$47.7K +875 +175%
SPIA
92
Steward Partners Investment Advisory
New York
$59K
AssetMark Inc
93
AssetMark Inc
California
$54K
ST
94
Smithfield Trust
Pennsylvania
$33K
WC
95
Whitnell & Co
Illinois
$33K +$33K +596 New
TC
96
Trust Company
Kansas
$31K
WEC
97
Winslow Evans & Crocker
Massachusetts
$30.9K
BCP
98
Blackhawk Capital Partners
Wisconsin
$30K +$30K +548 New
GRP
99
Global Retirement Partners
California
$29K -$4.97K -90 -15%
CFA
100
Carroll Financial Associates
North Carolina
$26K