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First Trust Large Cap Value AlphaDEX Fund

112 hedge funds and large institutions have $376M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-26
Holders Change %
-18.84%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
8
Increased
33
Reduced
57
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
101
Carroll Financial Associates
North Carolina
$18K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$17K
NFG
103
Next Financial Group
Texas
$12K -$19.6K -549 -62%
SPIA
104
Steward Partners Investment Advisory
New York
$11K -$14.7K -400 -57%
GWM
105
Geneos Wealth Management
Colorado
$11K -$7.33K -200 -40%
OPS
106
Orion Portfolio Solutions
Nebraska
$9K +$9K +256 New
SFPG
107
Stonebridge Financial Planning Group
Florida
$8K -$10K -250 -56%
WEC
108
Winslow Evans & Crocker
Massachusetts
$6K
LAS
109
Lloyd Advisory Services
Georgia
$5K -$2.32K -66 -32%
GI
110
Gradient Investments
Minnesota
$5K
ASN
111
Advisory Services Network
Georgia
$4K -$6K -150 -60%
APA
112
American Portfolios Advisors
New York
$2.69K -$159K -4,329 -98%
GSWM
113
Golden State Wealth Management
California
-$56.9M -1,006,379 Closed
RJFSA
114
Raymond James Financial Services Advisors
Florida
-$35.2M -622,895 Closed
PI
115
PFS Investments
Georgia
-$20M -354,735 Closed
RIA
116
Regal Investment Advisors
Michigan
-$4.55M -80,596 Closed
HI
117
Horizon Investments
North Carolina
-$4.16M -73,693 Closed
FFS
118
Founders Financial Securities
Maryland
-$3.25M -57,427 Closed
BS
119
Banco Santander
Spain
-$2.75M -48,674 Closed
NL
120
NWAM LLC
Washington
-$1.03M -18,149 Closed
IAA
121
Independent Advisor Alliance
North Carolina
-$680K -12,042 Closed
William Blair & Company
122
William Blair & Company
Illinois
-$611K -10,808 Closed
BAAM
123
Baker Avenue Asset Management
California
-$605K -10,720 Closed
ACM
124
Anfield Capital Management
California
-$491K -8,724 Closed
WFG
125
Wills Financial Group
Virginia
-$353K -6,249 Closed