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First Trust Large Cap Value AlphaDEX Fund

117 hedge funds and large institutions have $687M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
101
WealthOne
New York
$81K 1,746 +1,746 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$76K 1,640 +1,640 New
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$70K 1,519
NFG
104
Next Financial Group
Texas
$48K 1,048 +648 +162%
AssetMark Inc
105
AssetMark Inc
California
$45K 983
QCIG
106
Quad-Cities Investment Group
Iowa
$36K 780 +780 New
GRP
107
Global Retirement Partners
California
$35K 753 -898 -54%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$32K 700
ST
109
Smithfield Trust
Pennsylvania
$28K 600
WC
110
Whitnell & Co
Illinois
$27K 592 +193 +48%
CTC
111
Central Trust Company
Missouri
$26K 571
CFA
112
Carroll Financial Associates
North Carolina
$23K 490
FGC
113
Financial Gravity Companies
Texas
$11K 217 +217 New
GWM
114
Geneos Wealth Management
Colorado
$9K 200
WEC
115
Winslow Evans & Crocker
Massachusetts
$6K 120 -120 -50%
CIAS
116
Capital Investment Advisory Services
North Carolina
$4K 89 +89 New
SS
117
Simplicity Solutions
Minnesota
-19,613 Closed
FA
118
FDx Advisors
Illinois
-18,211 Closed
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
-13,047 Closed
CA
120
CapWealth Advisors
Tennessee
-5,250 Closed
MCM
121
Mengis Capital Management
Oregon
-5,248 Closed
M&T Bank
122
M&T Bank
New York
-4,633 Closed
JCM
123
Janney Capital Management
Pennsylvania
-4,191 Closed
SPIA
124
Steward Partners Investment Advisory
New York
-1,069 Closed
AA
125
Ancora Advisors
Ohio
-357 Closed