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First Trust Large Cap Value AlphaDEX Fund

215 hedge funds and large institutions have $1.07B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 14 closing their positions.

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
67
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$1.21M 15,873 +473 +3%
CPIG
77
Chicago Partners Investment Group
Illinois
$1.18M 15,379 -1,498 -9%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.15M 14,985 +3,490 +30%
TWM
79
TCFG Wealth Management
California
$1.11M 14,505 -85 -0.6%
WA
80
Waverly Advisors
Alabama
$1.01M 13,177 +13,177 New
WCM
81
Winebrenner Capital Management
Kentucky
$989K 12,929 +12,929 New
TRCT
82
Tower Research Capital (TRC)
New York
$921K 12,051 +4,874 +68%
GVAG
83
Great Valley Advisor Group
Delaware
$907K 11,852 -576 -5%
GRP
84
Global Retirement Partners
California
$886K 11,591 -589 -5%
SPIA
85
Steward Partners Investment Advisory
New York
$829K 10,838 -4,119 -28%
William Blair & Company
86
William Blair & Company
Illinois
$813K 10,632 -2,600 -20%
KWS
87
Keystone Wealth Services
California
$801K 10,474 -729 -7%
OIA
88
OneDigital Investment Advisors
Kansas
$799K 10,453 +1,832 +21%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$780K 10,206 -837 -8%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$763K 9,975 +200 +2%
Citadel Advisors
91
Citadel Advisors
Florida
$760K 9,942 -15,482 -61%
AF
92
Allworth Financial
California
$755K 9,531 +28 +0.3%
RA
93
RFG Advisory
Alabama
$739K 9,668 +1,573 +19%
PFA
94
Pinnacle Family Advisors
Missouri
$719K 9,404 +169 +2%
EAM
95
Eukles Asset Management
Ohio
$712K 9,307 -1,279 -12%
Comerica Bank
96
Comerica Bank
Texas
$689K 9,011 -2,386 -21%
HAS
97
HBW Advisory Services
California
$655K 8,568 +8,568 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$648K 8,471 -10 -0.1%
PVI
99
Pine Valley Investments
New Jersey
$623K 8,153 -257 -3%
TSW
100
Three Seasons Wealth
Utah
$612K 8,008