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First Trust Large Cap Value AlphaDEX Fund

121 hedge funds and large institutions have $479M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
49
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPWM
76
FSB Premier Wealth Management
Iowa
$272K +$272K +4,953 New
SF
77
Synovus Financial
Georgia
$258K
NFG
78
Next Financial Group
Texas
$257K -$45.2K -822 -15%
EWM
79
EPG Wealth Management
Georgia
$253K -$42.9K -780 -14%
AWA
80
Arkadios Wealth Advisors
Georgia
$252K +$252K +4,600 New
CF
81
Centaurus Financial
California
$240K -$6.04K -110 -2%
CBFP
82
Cedar Brook Financial Partners
Ohio
$237K +$1.1K +20 +0.5%
SAM
83
SignalPoint Asset Management
Missouri
$236K +$236K +4,302 New
TCA
84
Transcend Capital Advisors
New Jersey
$235K +$235K +4,281 New
RWMH
85
Riverpoint Wealth Management Holdings
Illinois
$233K -$24.5K -446 -10%
TRCT
86
Tower Research Capital (TRC)
New York
$230K -$518K -9,436 -69%
SFS
87
Sowell Financial Services
Arkansas
$225K +$77.7K +1,414 +53%
GVAG
88
Great Valley Advisor Group
Delaware
$214K -$50.5K -921 -19%
BEI
89
Benjamin Edwards Inc
Missouri
$212K +$4.77K +87 +2%
MCC
90
Money Concepts Capital
Florida
$205K +$205K +3,733 New
BRWA
91
B. Riley Wealth Advisors
Florida
$202K -$121K -2,206 -38%
1W
92
1776 Wealth
Georgia
$200K -$8.73K -159 -4%
SPIA
93
Steward Partners Investment Advisory
New York
$122K +$94.2K +1,711 +339%
AWG
94
Altus Wealth Group
Colorado
$112K +$112K +2,036 New
ASN
95
Advisory Services Network
Georgia
$101K +$60K +1,092 +147%
IAIM
96
International Assets Investment Management
Florida
$93K +$93K +1,687 New
FWM
97
ForthRight Wealth Management
Georgia
$85K +$85K +1,540 New
AA
98
AlphaMark Advisors
Kentucky
$78K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$75K +$21.8K +398 +41%
WEC
100
Winslow Evans & Crocker
Massachusetts
$60K +$53.4K +975 +813%