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First Trust Large Cap Value AlphaDEX Fund

140 hedge funds and large institutions have $647M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+19
Holders Change %
+15.7%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
47
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$398K +$23.4K +368 +6%
MHS
77
M Holdings Securities
Oregon
$383K +$383K +6,019 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$367K -$47.7K -750 -12%
WS
79
Wedbush Securities
California
$365K +$365K +5,741 New
VFA
80
Voya Financial Advisors
Connecticut
$357K -$17.1K -267 -5%
Renaissance Technologies
81
Renaissance Technologies
New York
$350K +$350K +5,500 New
SAM
82
SignalPoint Asset Management
Missouri
$347K +$73.4K +1,155 +27%
SS
83
Simplicity Solutions
Minnesota
$346K -$604K -9,488 -64%
AWA
84
Arkadios Wealth Advisors
Georgia
$338K +$46K +724 +16%
TCA
85
Transcend Capital Advisors
New Jersey
$335K +$63.4K +999 +23%
FPWM
86
FSB Premier Wealth Management
Iowa
$331K +$16.5K +260 +5%
SF
87
Synovus Financial
Georgia
$299K
RWMH
88
Riverpoint Wealth Management Holdings
Illinois
$285K +$15K +236 +6%
SWM
89
SeaCrest Wealth Management
New York
$283K +$283K +4,448 New
NFG
90
Next Financial Group
Texas
$281K -$16.8K -264 -6%
NNP
91
Nachman Norwood & Parrott
South Carolina
$280K -$42.8K -673 -13%
CBFP
92
Cedar Brook Financial Partners
Ohio
$277K +$1.53K +24 +0.6%
TC
93
TownSquare Capital
Utah
$266K +$266K +4,179 New
RA
94
RFG Advisory
Alabama
$261K -$209K -3,285 -45%
GVAG
95
Great Valley Advisor Group
Delaware
$249K +$128 +2 +0.1%
EWM
96
EPG Wealth Management
Georgia
$245K -$47.7K -750 -16%
BRWA
97
B. Riley Wealth Advisors
Florida
$245K +$10.5K +164 +4%
CF
98
Centaurus Financial
California
$239K -$38.8K -610 -14%
PFS
99
Prospera Financial Services
Texas
$238K +$238K +3,738 New
6F
100
626 Financial
Michigan
$237K +$237K +3,367 New