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First Trust Large Cap Value AlphaDEX Fund

181 hedge funds and large institutions have $801M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
60
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
101
Ignite Planners
California
$573K
CCA
102
Clearwater Capital Advisors
Illinois
$572K -$63.2K -976 -10%
CS
103
Comerica Securities
Michigan
$571K -$4.99K -77 -0.9%
GRP
104
Global Retirement Partners
California
$553K +$465K +7,365 +530%
AF
105
Allworth Financial
California
$544K +$6.15K +95 +1%
SB
106
Strategic Blueprint
Georgia
$543K -$57.8K -892 -10%
TSW
107
Three Seasons Wealth
Utah
$525K +$525K +8,108 New
PPP
108
Private Portfolio Partners
New Jersey
$520K +$126K +1,945 +32%
OIA
109
OneDigital Investment Advisors
Kansas
$517K -$5.25K -81 -1%
PVI
110
Pine Valley Investments
New Jersey
$508K -$558K -8,620 -52%
AIFAIM
111
American Institute for Advanced Investment Management
Arizona
$500K +$193K +2,975 +63%
CFGS
112
Concourse Financial Group Securities
Alabama
$484K -$89.2K -1,377 -16%
SFB
113
STAR Financial Bank
Indiana
$476K -$5.96K -92 -1%
MA
114
Mutual Advisors
Nebraska
$468K
FAIM
115
Financial Advocates Investment Management
Washington
$457K -$19.6K -303 -4%
CAM
116
Concorde Asset Management
Michigan
$445K -$6.8K -105 -2%
TCA
117
Transcend Capital Advisors
New Jersey
$427K -$2.98K -46 -0.7%
PIAS
118
PCA Investment Advisory Services
Ohio
$414K
MIM
119
MTM Investment Management
South Carolina
$407K
1W
120
1776 Wealth
Georgia
$406K
VA
121
Valmark Advisers
Ohio
$394K
MSAM
122
Moloney Securities Asset Management
Missouri
$394K -$4.86K -75 -1%
Mariner
123
Mariner
Kansas
$392K
CBFP
124
Cedar Brook Financial Partners
Ohio
$390K +$1.56K +24 +0.4%
TSWM
125
Tyler-Stone Wealth Management
Ohio
$385K +$453 +7 +0.1%