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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$21.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M
4
CA
4
Cetera Advisors
Colorado
$6.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19.8M
3
RIA
3
Regal Investment Advisors
Michigan
$2.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$693K -$27.7K -363 -4%
OC
102
Oppenheimer & Co
New York
$658K -$11.7K -153 -2%
Mariner
103
Mariner
Kansas
$658K -$117K -1,526 -15%
CFGS
104
Concourse Financial Group Securities
Alabama
$645K +$45.1K +591 +8%
PVI
105
Pine Valley Investments
New Jersey
$637K -$11.8K -154 -2%
PPP
106
Private Portfolio Partners
New Jersey
$633K +$2.98K +39 +0.5%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$625K +$424K +5,553 +211%
AIFAIM
108
American Institute for Advanced Investment Management
Arizona
$624K -$63K -825 -9%
TSW
109
Three Seasons Wealth
Utah
$606K -$7.56K -100 -1%
CCA
110
Clearwater Capital Advisors
Illinois
$600K -$2.29K -30 -0.4%
AFG
111
ABLE Financial Group
Arizona
$596K -$86.5K -1,133 -13%
MIH
112
Meitav Investment House
Israel
$577K – – –
SB
113
Strategic Blueprint
Georgia
$559K -$32.7K -428 -6%
MA
114
Mutual Advisors
Nebraska
$553K +$7.94K +104 +1%
SFB
115
STAR Financial Bank
Indiana
$551K -$9.78K -128 -2%
T
116
Tidemark
California
$532K -$89.8K -1,175 -14%
DC
117
Davenport & Co
Virginia
$522K +$184K +2,406 +54%
RA
118
RFG Advisory
Alabama
$519K -$15.4K -201 -3%
Ameriprise
119
Ameriprise
Minnesota
$514K -$81.9K -1,071 -14%
RFG
120
REAP Financial Group
Texas
$512K +$11.1K +145 +2%
PIAS
121
PCA Investment Advisory Services
Ohio
$488K – – –
1W
122
1776 Wealth
Georgia
$479K – – –
CBFP
123
Cedar Brook Financial Partners
Ohio
$467K +$1.68K +22 +0.4%
MIM
124
MTM Investment Management
South Carolina
$447K -$32.5K -425 -7%
IWN
125
Independent Wealth Network
Iowa
$439K -$8.1K -106 -2%
3 4
5
6 7