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First Trust Large Cap Value AlphaDEX Fund

127 hedge funds and large institutions have $665M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $696M → $665M (-$30.4M)

1.29% less ownership

Funds ownership: 65.98%64.7% (-1.3%)

5% less funds holding

Funds holding: 133127 (-6)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$188K +$16.2K +245 +9%
CFD
102
Creative Financial Designs
Indiana
$180K +$43K +650 +30%
SFPG
103
Stonebridge Financial Planning Group
Florida
$179K
AWA
104
Arkadios Wealth Advisors
Georgia
$141K -$229K -3,464 -61%
Citigroup
105
Citigroup
New York
$102K -$374K -5,653 -78%
AA
106
AlphaMark Advisors
Kentucky
$96K
HF
107
Halpern Financial
Virginia
$67K
AWM
108
Avior Wealth Management
Nebraska
$62K -$65K -983 -50%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$59K
TAM
110
Tucker Asset Management
Colorado
$55.7K +$7.2K +109 +15%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$50K
HNB
112
Huntington National Bank
Ohio
$50K
HIA
113
Harbor Investment Advisory
Maryland
$50K +$51.7K +782 New
AssetMark Inc
114
AssetMark Inc
California
$48K
NFSG
115
Newbridge Financial Services Group
Florida
$40K
ST
116
Smithfield Trust
Pennsylvania
$39K
GRP
117
Global Retirement Partners
California
$36K
PP
118
Pacifica Partners
Canada
$34K +$34.4K +521 New
CFA
119
Carroll Financial Associates
North Carolina
$31K
GWSG
120
GPS Wealth Strategies Group
Colorado
$29K
CWA
121
Clearview Wealth Advisors
Oregon
$29K +$198 +3 +0.7%
TRCT
122
Tower Research Capital (TRC)
New York
$24K -$1.01M -15,256 -98%
LAS
123
Lloyd Advisory Services
Georgia
$21K +$1.85K +28 +9%
GWM
124
Geneos Wealth Management
Colorado
$19K
TFS
125
TrustCore Financial Services
Tennessee
$19K +$19.8K +300 New