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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$21.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M
4
CA
4
Cetera Advisors
Colorado
$6.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19.8M
3
RIA
3
Regal Investment Advisors
Michigan
$2.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$1.4M -$945K -12,366 -40%
WWM
77
Western Wealth Management
Colorado
$1.39M -$65.3K -855 -4%
CIA
78
Concurrent Investment Advisors
Florida
$1.23M +$497K +6,508 +68%
IA
79
IFG Advisory
Georgia
$1.18M -$41.6K -545 -3%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$1.16M -$72.1K -944 -6%
SPC
81
Sigma Planning Corp
Michigan
$1.08M +$352K +4,605 +48%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$1.04M -$45.7K -598 -4%
KWS
83
Keystone Wealth Services
California
$1.02M -$25K -327 -2%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$979K +$186K +2,440 +24%
E
85
ETFidea
New York
$924K -$36.3K -475 -4%
GVAG
86
Great Valley Advisor Group
Delaware
$898K -$32.9K -431 -4%
GRP
87
Global Retirement Partners
California
$898K -$23.9K -313 -3%
EAM
88
Eukles Asset Management
Ohio
$896K -$112K -1,462 -11%
PA
89
PFG Advisors
Arizona
$886K -$53K -694 -6%
GM
90
GeoWealth Management
Illinois
$868K +$414K +5,419 +91%
Comerica Bank
91
Comerica Bank
Texas
$866K -$22.2K -291 -3%
BRWA
92
B. Riley Wealth Advisors
Florida
$857K +$302K +4,657 +54%
GS
93
GTS Securities
New York
$843K +$843K +11,033 New
Jane Street
94
Jane Street
New York
$820K +$588K +7,696 +253%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$816K -$160K -2,100 -16%
NA
96
NewEdge Advisors
Louisiana
$814K -$1.12M -14,652 -58%
9WM
97
9258 Wealth Management
Ohio
$780K +$780K +10,213 New
PFA
98
Pinnacle Family Advisors
Missouri
$757K -$5.04K -66 -0.7%
AF
99
Allworth Financial
California
$722K +$91.7K +1,201 +15%
TRCT
100
Tower Research Capital (TRC)
New York
$701K +$437K +5,716 +165%
2 3
4
5 6