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First Trust Large Cap Value AlphaDEX Fund

121 hedge funds and large institutions have $479M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
49
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$58K
CFD
102
Creative Financial Designs
Indiana
$58K
HF
103
Halpern Financial
Virginia
$57.1K
AssetMark Inc
104
AssetMark Inc
California
$51K -$2.96K -54 -5%
HWM
105
Holloway Wealth Management
Florida
$49K -$42K
HNB
106
Huntington National Bank
Ohio
$42K
NFSG
107
Newbridge Financial Services Group
Florida
$34K
ST
108
Smithfield Trust
Pennsylvania
$33K
GRP
109
Global Retirement Partners
California
$30K
TAM
110
Tucker Asset Management
Colorado
$28.1K +$28.1K +512 New
EP
111
Eudaimonia Partners
Tennessee
$27K
CFA
112
Carroll Financial Associates
North Carolina
$26K
CWA
113
Clearview Wealth Advisors
Oregon
$25K +$25K +447 New
FFG
114
Fortem Financial Group
California
$21K +$21K +379 New
GWM
115
Geneos Wealth Management
Colorado
$19K
ICP
116
Interchange Capital Partners
Pennsylvania
$19K +$19K +348 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$17K
LGA
118
Lebenthal Global Advisors
New York
$16K +$16K +300 New
LAS
119
Lloyd Advisory Services
Georgia
$14K -$597 -11 -4%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$13K +$3.33K +61 +34%
GI
121
Gradient Investments
Minnesota
$7K
APA
122
American Portfolios Advisors
New York
$4.01K
FCH
123
Freestone Capital Holdings
Washington
$1.92K
WI
124
Wintrust Investments
Illinois
-$2.5M -53,485 Closed
OMC
125
Old Mission Capital
Illinois
-$765K -16,395 Closed