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First Trust Large Cap Value AlphaDEX Fund

126 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, 56 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
56
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$180K +$42K +650 +30%
SFPG
102
Stonebridge Financial Planning Group
Florida
$179K
AWA
103
Arkadios Wealth Advisors
Georgia
$141K -$222K -3,464 -61%
Citigroup
104
Citigroup
New York
$102K -$363K -5,653 -78%
AA
105
AlphaMark Advisors
Kentucky
$96K
HF
106
Halpern Financial
Virginia
$67K
AWM
107
Avior Wealth Management
Nebraska
$62K -$62.6K -983 -50%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$59K
TAM
109
Tucker Asset Management
Colorado
$55.7K +$7.32K +109 +15%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$50K
HNB
111
Huntington National Bank
Ohio
$50K -$50K
HIA
112
Harbor Investment Advisory
Maryland
$50K +$50K +782 New
AssetMark Inc
113
AssetMark Inc
California
$48K
NFSG
114
Newbridge Financial Services Group
Florida
$40K
ST
115
Smithfield Trust
Pennsylvania
$39K
GRP
116
Global Retirement Partners
California
$36K
PP
117
Pacifica Partners
Canada
$34K +$34K +521 New
CFA
118
Carroll Financial Associates
North Carolina
$31K
GWSG
119
GPS Wealth Strategies Group
Colorado
$29K
CWA
120
Clearview Wealth Advisors
Oregon
$29K +$192 +3 +0.7%
TRCT
121
Tower Research Capital (TRC)
New York
$24K -$987K -15,256 -98%
LAS
122
Lloyd Advisory Services
Georgia
$21K +$1.8K +28 +9%
GWM
123
Geneos Wealth Management
Colorado
$19K
TFS
124
TrustCore Financial Services
Tennessee
$19K +$19K +300 New
WWM
125
Wagner Wealth Management
South Carolina
$18K