FTA icon

First Trust Large Cap Value AlphaDEX Fund

154 hedge funds and large institutions have $689M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
10
Increased
62
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1W
101
1776 Wealth
Georgia
$325K 5,626 -50 -0.9%
PAG
102
Private Advisory Group
Washington
$323K 5,594 +125 +2%
DC
103
Davenport & Co
Virginia
$317K 5,502 +5,502 New
Mariner
104
Mariner
Kansas
$311K 5,384 +5,384 New
SS
105
Simplicity Solutions
Minnesota
$305K 5,287 +211 +4%
CFD
106
Creative Financial Designs
Indiana
$289K 5,018
KCFA
107
Key Client Fiduciary Advisors
New Jersey
$288K 5,000
BRWA
108
B. Riley Wealth Advisors
Florida
$286K 4,947 +1,124 +29%
TRCT
109
Tower Research Capital (TRC)
New York
$279K 4,841 -5,567 -53%
HFW
110
Horizon Family Wealth
Illinois
$262K 4,537 +26 +0.6%
CBFP
111
Cedar Brook Financial Partners
Ohio
$258K 4,466 +17 +0.4%
WAM
112
WealthTrust Asset Management
Florida
$248K 4,293 +3 +0.1%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$248K 4,298 +4,298 New
AFP
114
Ausdal Financial Partners
Iowa
$246K 4,258 -1,144 -21%
EAM
115
Empirical Asset Management
Massachusetts
$246K 4,257 +22 +0.5%
SWM
116
SeaCrest Wealth Management
New York
$242K 4,200 -201 -5%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$239K 4,149
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$224K 3,884 -313 -7%
PPP
119
Private Portfolio Partners
New Jersey
$224K 3,876 +3,876 New
EWM
120
EPG Wealth Management
Georgia
$223K 3,865 +3,865 New
TA
121
TKG Advisors
Indiana
$220K 3,810 -285 -7%
OPS
122
Orion Portfolio Solutions
Nebraska
$211K 3,661 +3,661 New
BEI
123
Benjamin Edwards Inc
Missouri
$209K 3,623 -246 -6%
NWM
124
Northwest Wealth Management
Iowa
$206K 3,579
CF
125
Centaurus Financial
California
$196K 3,404 +650 +24%