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First Trust Large Cap Value AlphaDEX Fund

113 hedge funds and large institutions have $382M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
47
Reduced
34
Closed
12
Calls
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$26K
SPIA
102
Steward Partners Investment Advisory
New York
$24K +$9.74K +205 +68%
EP
103
Eudaimonia Partners
Tennessee
$23K
CFA
104
Carroll Financial Associates
North Carolina
$22K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$17K
GWM
106
Geneos Wealth Management
Colorado
$13K
LAS
107
Lloyd Advisory Services
Georgia
$13K +$2.18K +45 +20%
PFS
108
Prospera Financial Services
Texas
$13K +$13K +273 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$8K -$2.22K -49 -22%
GI
110
Gradient Investments
Minnesota
$7K
WEC
111
Winslow Evans & Crocker
Massachusetts
$6K
APA
112
American Portfolios Advisors
New York
$3.41K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$3K
FCH
114
Freestone Capital Holdings
Washington
$1.63K +$1.63K +35 New
RIA
115
Regal Investment Advisors
Michigan
-$3.79M -83,339 Closed
CWS
116
Cypress Wealth Services
California
-$1.18M -26,017 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$764K -16,812 Closed
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
-$492K -10,814 Closed
DI
119
DFPG Investments
Utah
-$362K -8,144 Closed
AO
120
Advisor OS
Illinois
-$324K -7,116 Closed
ACM
121
Anfield Capital Management
California
-$231K -4,973 Closed
Jane Street
122
Jane Street
New York
-$209K -4,589 Closed
KWM
123
Keebeck Wealth Management
Illinois
-$9K -218 Closed
SFPG
124
Stonebridge Financial Planning Group
Florida
-$9K -200 Closed
OPS
125
Orion Portfolio Solutions
Nebraska
-$8K -168 Closed