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First Trust Large Cap Value AlphaDEX Fund

140 hedge funds and large institutions have $647M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+19
Holders Change %
+15.7%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
47
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$234K -$126K -1,978 -35%
SFS
102
Sowell Financial Services
Arkansas
$230K -$47.2K -698 -17%
NWM
103
Northwest Wealth Management
Iowa
$228K +$228K +3,579 New
BEI
104
Benjamin Edwards Inc
Missouri
$227K -$19.4K -304 -8%
1W
105
1776 Wealth
Georgia
$223K -$8.65K -136 -4%
FFN
106
Focus Financial Network
Minnesota
$222K +$222K +3,490 New
JCM
107
Janney Capital Management
Pennsylvania
$208K +$208K +3,263 New
OIA
108
OneDigital Investment Advisors
Kansas
$205K +$205K +3,223 New
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$192K +$192K +3,016 New
SPIA
110
Steward Partners Investment Advisory
New York
$156K +$14.5K +227 +10%
AWM
111
Avior Wealth Management
Nebraska
$144K +$144K +2,275 New
SFPG
112
Stonebridge Financial Planning Group
Florida
$138K +$138K +2,125 New
CFD
113
Creative Financial Designs
Indiana
$111K +$43.6K +686 +65%
IAIM
114
International Assets Investment Management
Florida
$93K
AA
115
AlphaMark Advisors
Kentucky
$91K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$78K -$8.72K -138 -10%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$67K
HF
118
Halpern Financial
Virginia
$66.2K
AssetMark Inc
119
AssetMark Inc
California
$59K
HNB
120
Huntington National Bank
Ohio
$49K -$42K
NFSG
121
Newbridge Financial Services Group
Florida
$40K
ST
122
Smithfield Trust
Pennsylvania
$38K
Barclays
123
Barclays
United Kingdom
$36K +$36K +568 New
GRP
124
Global Retirement Partners
California
$35K
EP
125
Eudaimonia Partners
Tennessee
$32K