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First Trust Large Cap Value AlphaDEX Fund

215 hedge funds and large institutions have $1.07B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 14 closing their positions.

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
67
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
101
Oppenheimer & Co
New York
$602K 7,868 +41 +0.5%
AIFAIM
102
American Institute for Advanced Investment Management
Arizona
$598K 7,825 +70 +0.9%
DC
103
Davenport & Co
Virginia
$596K 7,794 -2,099 -21%
NWM
104
Nova Wealth Management
Florida
$594K 7,763 +7,763 New
MQWP
105
Morey & Quinn Wealth Partners
Nebraska
$587K 7,680 +7,680 New
MA
106
Mutual Advisors
Nebraska
$577K 7,302 +361 +5%
MIH
107
Meitav Investment House
Israel
$577K 7,550
GIA
108
Gladstone Institutional Advisory
Florida
$552K 7,222 -47 -0.6%
ZB
109
Zions Bancorporation
Utah
$552K 7,220
AFG
110
ABLE Financial Group
Arizona
$544K 7,121 -217 -3%
HighTower Advisors
111
HighTower Advisors
Illinois
$536K 7,006 -15,589 -69%
TSWM
112
Tyler-Stone Wealth Management
Ohio
$536K 7,006 +1 +0%
CCAL
113
City Center Advisors LLC
Michigan
$535K 6,993 -6,787 -49%
PPP
114
Private Portfolio Partners
New Jersey
$527K 6,893 -721 -9%
RIS
115
Richmond Investment Services
Wisconsin
$514K 6,716 +6,716 New
CCA
116
Clearwater Capital Advisors
Illinois
$504K 6,586 -1,140 -15%
PIAS
117
PCA Investment Advisory Services
Ohio
$488K 6,387
HF
118
HRT Financial
New York
$482K 6,307 +6,307 New
SEIA
119
Signature Estate & Investment Advisors
California
$473K 6,185 +10 +0.2%
CFGS
120
Concourse Financial Group Securities
Alabama
$471K 5,944 -1,716 -22%
AWM
121
Apollon Wealth Management
South Carolina
$464K 6,069 +120 +2%
IWN
122
Independent Wealth Network
Iowa
$446K 5,830 +91 +2%
Mariner
123
Mariner
Kansas
$434K 5,672 +1 +0%
BWA
124
BlueChip Wealth Advisors
Georgia
$432K 5,655 +2,828 +100%
MWM
125
MGB Wealth Management
Texas
$431K 5,631