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First Trust Large Cap Value AlphaDEX Fund

197 hedge funds and large institutions have $814M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 90 reducing their positions, and 18 closing their positions.

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
56
Reduced
90
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
76
IFG Advisory
Georgia
$1.15M +$11.8K +160 +1%
SPIA
77
Steward Partners Investment Advisory
New York
$1.09M -$256K -3,482 -19%
SPC
78
Sigma Planning Corp
Michigan
$1.06M +$15.5K +210 +1%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$62.3K +846 +7%
William Blair & Company
80
William Blair & Company
Illinois
$997K -$515K -7,000 -34%
GM
81
GeoWealth Management
Illinois
$941K +$105K +1,425 +13%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$906K -$91.2K -1,239 -9%
9WM
83
9258 Wealth Management
Ohio
$896K +$144K +1,955 +19%
E
84
ETFidea
New York
$890K
KWS
85
Keystone Wealth Services
California
$889K -$92.7K -1,260 -9%
EAM
86
Eukles Asset Management
Ohio
$884K +$21.3K +290 +2%
GVAG
87
Great Valley Advisor Group
Delaware
$863K -$2.72K -37 -0.3%
GRP
88
Global Retirement Partners
California
$840K -$25.1K -341 -3%
Comerica Bank
89
Comerica Bank
Texas
$840K +$5.67K +77 +0.7%
MML Investors Services
90
MML Investors Services
Massachusetts
$814K -$1.33M -18,050 -62%
PA
91
PFG Advisors
Arizona
$791K -$62.5K -849 -7%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$749K -$37.7K -512 -5%
AF
93
Allworth Financial
California
$722K +$1.6K +21 +0.2%
TRCT
94
Tower Research Capital (TRC)
New York
$690K +$15.1K +205 +2%
DC
95
Davenport & Co
Virginia
$684K +$181K +2,465 +36%
PFA
96
Pinnacle Family Advisors
Missouri
$681K -$48.2K -655 -7%
NA
97
NewEdge Advisors
Louisiana
$644K -$140K -1,901 -18%
GIA
98
Gladstone Institutional Advisory
Florida
$613K -$55.3K -751 -8%
OC
99
Oppenheimer & Co
New York
$609K -$24.9K -338 -4%
PVI
100
Pine Valley Investments
New Jersey
$607K -$6.55K -89 -1%