FTA icon

First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.01M
3
Jane Street
3
Jane Street
New York
$1.14M
4
AssetMark Inc
4
AssetMark Inc
California
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
KWM
3
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
TCFG Wealth Management
California
$1.15M +$1.15M +14,590 New
IA
77
IFG Advisory
Georgia
$1.15M -$87.5K -1,106 -7%
Jane Street
78
Jane Street
New York
$1.14M +$1.14M +14,368 New
SPC
79
Sigma Planning Corp
Michigan
$1.09M -$46.8K -591 -4%
GM
80
GeoWealth Management
Illinois
$1.09M +$79.5K +1,005 +8%
CCAL
81
City Center Advisors LLC
Michigan
$1.09M -$561K -7,092 -34%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M +$6.33K +80 +0.6%
William Blair & Company
83
William Blair & Company
Illinois
$1.05M -$25.1K -317 -2%
PA
84
PFG Advisors
Arizona
$1.02M +$171K +2,155 +20%
GVAG
85
Great Valley Advisor Group
Delaware
$984K +$56K +708 +6%
GRP
86
Global Retirement Partners
California
$964K +$60.5K +764 +7%
9WM
87
9258 Wealth Management
Ohio
$963K – – –
E
88
ETFidea
New York
$952K -$4.91K -62 -0.5%
MML Investors Services
89
MML Investors Services
Massachusetts
$910K +$34.3K +433 +4%
Comerica Bank
90
Comerica Bank
Texas
$902K -$1.42K -18 -0.2%
KWS
91
Keystone Wealth Services
California
$886K -$69.2K -875 -7%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$874K -$101K -1,272 -10%
EAM
93
Eukles Asset Management
Ohio
$838K -$113K -1,429 -12%
DC
94
Davenport & Co
Virginia
$783K +$47.2K +597 +6%
WEG
95
World Equity Group
Illinois
$777K -$519K -6,558 -40%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$773K -$31.6K -399 -4%
AF
97
Allworth Financial
California
$752K +$2.14K +27 +0.3%
PFA
98
Pinnacle Family Advisors
Missouri
$731K -$1.19K -15 -0.2%
OIA
99
OneDigital Investment Advisors
Kansas
$682K +$148K +1,865 +28%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$671K +$23.6K +298 +4%
2 3
4
5 6