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First Trust Large Cap Value AlphaDEX Fund

113 hedge funds and large institutions have $366M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+1
Holders Change %
+0.89%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
19
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
101
Carroll Financial Associates
North Carolina
$22K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$17K
SPIA
103
Steward Partners Investment Advisory
New York
$14K
GWM
104
Geneos Wealth Management
Colorado
$13K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$10K -$30.4K -686 -75%
LAS
106
Lloyd Advisory Services
Georgia
$10K +$3.66K +82 +58%
SFPG
107
Stonebridge Financial Planning Group
Florida
$9K
KWM
108
Keebeck Wealth Management
Illinois
$9K +$9K +218 New
OPS
109
Orion Portfolio Solutions
Nebraska
$8K -$4.19K -88 -34%
GI
110
Gradient Investments
Minnesota
$7K
PA
111
Procyon Advisors
Connecticut
$7K +$7K +146 New
WEC
112
Winslow Evans & Crocker
Massachusetts
$5K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$4K +$4K +78 New
APA
114
American Portfolios Advisors
New York
$3.32K
TIM
115
Total Investment Management
Arizona
-$36.7M -998,283 Closed
TFA
116
Teamwork Financial Advisors
Texas
-$771K -20,938 Closed
TSS
117
Two Sigma Securities
New York
-$520K -14,136 Closed
VAG
118
VisionPoint Advisory Group
Texas
-$444K -12,077 Closed
MIAN
119
Mariner Independent Advisor Network
Kansas
-$396K -11,242 Closed
AW
120
ACG Wealth
Georgia
-$365K -9,928 Closed
M&T Bank
121
M&T Bank
New York
-$294K -7,993 Closed
AIC
122
Ameritas Investment Company
Nebraska
-$36K -981 Closed
CTC
123
Central Trust Company
Missouri
-$21K -571 Closed
NFG
124
Next Financial Group
Texas
-$12K -336 Closed
ASN
125
Advisory Services Network
Georgia
-$4K -100 Closed