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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $977M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
55
Reduced
86
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Allworth Financial
California
$585K -$10.3K -146 -2%
PPP
102
Private Portfolio Partners
New Jersey
$585K +$16.1K +227 +3%
T
103
Tidemark
California
$577K +$577K +8,144 New
TSW
104
Three Seasons Wealth
Utah
$574K
CCA
105
Clearwater Capital Advisors
Illinois
$559K -$66.9K -945 -11%
CFGS
106
Concourse Financial Group Securities
Alabama
$556K +$26.4K +373 +5%
Ameriprise
107
Ameriprise
Minnesota
$552K +$552K +7,795 New
SB
108
Strategic Blueprint
Georgia
$549K -$45.2K -638 -8%
MIH
109
Meitav Investment House
Israel
$535K -$1.07M -15,100 -67%
WDL
110
Well Done LLC
Michigan
$521K +$521K +7,351 New
SFB
111
STAR Financial Bank
Indiana
$520K
MA
112
Mutual Advisors
Nebraska
$506K -$6.02K -85 -1%
RA
113
RFG Advisory
Alabama
$496K -$141K -1,992 -22%
RFG
114
REAP Financial Group
Texas
$465K +$465K +6,559 New
FAIM
115
Financial Advocates Investment Management
Washington
$456K -$43.6K -616 -9%
PIAS
116
PCA Investment Advisory Services
Ohio
$452K
MIM
117
MTM Investment Management
South Carolina
$445K
1W
118
1776 Wealth
Georgia
$444K
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$432K -$335K -4,723 -44%
CBFP
120
Cedar Brook Financial Partners
Ohio
$429K +$5.07K +72 +1%
GM
121
GeoWealth Management
Illinois
$421K +$220K +3,109 +110%
IWN
122
Independent Wealth Network
Iowa
$414K +$142 +2 +0%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$409K
AFP
124
Ausdal Financial Partners
Iowa
$406K +$35.2K +497 +10%
MSAM
125
Moloney Securities Asset Management
Missouri
$402K -$28.3K -400 -7%