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First Trust Large Cap Value AlphaDEX Fund

132 hedge funds and large institutions have $695M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 19 closing their positions.

Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
62
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
101
Centaurus Financial
California
$217K -$30.4K -462 -12%
ARC
102
Advisor Resource Council
Texas
$216K +$216K +3,285 New
JCM
103
Janney Capital Management
Pennsylvania
$214K
LFAS
104
Level Four Advisory Services
Texas
$213K +$213K +3,244 New
OIA
105
OneDigital Investment Advisors
Kansas
$212K
ASN
106
Advisory Services Network
Georgia
$180K +$180K +2,738 New
SPIA
107
Steward Partners Investment Advisory
New York
$175K +$15K +229 +9%
SFPG
108
Stonebridge Financial Planning Group
Florida
$174K +$33.1K +500 +24%
CFD
109
Creative Financial Designs
Indiana
$140K +$25.7K +392 +22%
AWM
110
Avior Wealth Management
Nebraska
$128K -$20.8K -318 -14%
AA
111
AlphaMark Advisors
Kentucky
$97K +$3.92K +60 +4%
ACM
112
Anfield Capital Management
California
$97K +$97K +1,476 New
HF
113
Halpern Financial
Virginia
$68.3K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$60K -$21.1K -321 -26%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$51K -$18K -275 -26%
HNB
116
Huntington National Bank
Ohio
$50K -$49K
AssetMark Inc
117
AssetMark Inc
California
$49K -$11.5K -177 -19%
TAM
118
Tucker Asset Management
Colorado
$47.3K +$15.7K +239 +50%
NFSG
119
Newbridge Financial Services Group
Florida
$41K
ST
120
Smithfield Trust
Pennsylvania
$39K
GRP
121
Global Retirement Partners
California
$36K
CFA
122
Carroll Financial Associates
North Carolina
$32K
GWSG
123
GPS Wealth Strategies Group
Colorado
$30K
CWA
124
Clearview Wealth Advisors
Oregon
$30K +$67 +1 +0.2%
WP
125
WealthShield Partners
North Carolina
$21K