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First Trust Large Cap Value AlphaDEX Fund

127 hedge funds and large institutions have $665M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $696M → $665M (-$30.4M)

1.29% less ownership

Funds ownership: 65.98%64.7% (-1.3%)

5% less funds holding

Funds holding: 133127 (-6)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$362K -$793 -12 -0.2%
TCA
77
Transcend Capital Advisors
New Jersey
$356K +$345K +5,227 New
SS
78
Simplicity Solutions
Minnesota
$344K +$859 +13 +0.2%
1W
79
1776 Wealth
Georgia
$296K +$72.2K +1,093 +31%
SWM
80
SeaCrest Wealth Management
New York
$287K -$1.25K -19 -0.4%
BEI
81
Benjamin Edwards Inc
Missouri
$284K +$46.4K +702 +19%
PFS
82
Prospera Financial Services
Texas
$281K +$10.4K +158 +4%
RA
83
RFG Advisory
Alabama
$281K +$17.1K +259 +6%
BRWA
84
B. Riley Wealth Advisors
Florida
$277K +$38.7K +585 +16%
WAM
85
WealthTrust Asset Management
Florida
$276K +$198 +3 +0.1%
FFN
86
Focus Financial Network
Minnesota
$274K +$40.4K +612 +17%
CBFP
87
Cedar Brook Financial Partners
Ohio
$269K -$11.8K -178 -4%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$269K +$276K +4,181 New
SF
89
Synovus Financial
Georgia
$268K -$36.3K -550 -12%
FHC
90
First Heartland Consultants
Missouri
$260K +$266K +4,030 New
GVAG
91
Great Valley Advisor Group
Delaware
$259K +$7.27K +110 +3%
EWM
92
EPG Wealth Management
Georgia
$238K -$26K -393 -10%
KA
93
Kovack Advisors
Florida
$235K -$148K -2,243 -38%
NWM
94
Northwest Wealth Management
Iowa
$231K
MSAM
95
Moloney Securities Asset Management
Missouri
$211K -$337K -5,104 -61%
JCM
96
Janney Capital Management
Pennsylvania
$210K
OIA
97
OneDigital Investment Advisors
Kansas
$208K
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$207K +$213K +3,221 New
Citadel Advisors
99
Citadel Advisors
Florida
$203K +$208K +3,146 New
CF
100
Centaurus Financial
California
$196K -$16.5K -250 -8%