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First Trust Large Cap Value AlphaDEX Fund

157 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CRI
76
Colonial River Investments
Virginia
$832K -$125K -1,775 -13%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$818K
William Blair & Company
78
William Blair & Company
Illinois
$788K -$1.69M -23,925 -68%
SB
79
Strategic Blueprint
Georgia
$776K +$10.4K +147 +1%
IP
80
Ignite Planners
California
$721K -$10.9K -156 -1%
OC
81
Oppenheimer & Co
New York
$692K +$2.89K +41 +0.4%
AF
82
Allworth Financial
California
$648K +$3.24K +46 +0.5%
MA
83
Mutual Advisors
Nebraska
$600K -$10.6K -150 -2%
Ameriprise
84
Ameriprise
Minnesota
$591K +$591K +8,382 New
IWN
85
Independent Wealth Network
Iowa
$574K -$15.7K -222 -3%
CFGS
86
Concourse Financial Group Securities
Alabama
$557K -$1.54M -21,811 -73%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$542K -$731K -10,374 -57%
HWM
88
Holloway Wealth Management
Florida
$533K -$5.38M
VA
89
Valmark Advisers
Ohio
$527K
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$490K +$776 +11 +0.2%
MIM
91
MTM Investment Management
South Carolina
$471K
CAM
92
Concorde Asset Management
Michigan
$447K -$9.39K -133 -2%
TSWM
93
Tyler-Stone Wealth Management
Ohio
$438K +$282 +4 +0.1%
MHS
94
M Holdings Securities
Oregon
$428K +$428K +6,075 New
TCA
95
Transcend Capital Advisors
New Jersey
$409K +$35.1K +497 +9%
KCFA
96
Key Client Fiduciary Advisors
New Jersey
$402K
1W
97
1776 Wealth
Georgia
$400K -$45.7K -648 -10%
US Bancorp
98
US Bancorp
Minnesota
$393K -$92.2K -1,309 -19%
OIA
99
OneDigital Investment Advisors
Kansas
$377K +$150K +2,126 +66%
FHC
100
First Heartland Consultants
Missouri
$366K -$49.2K -699 -12%