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First Trust Large Cap Value AlphaDEX Fund

138 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+24
Holders Change %
+21.05%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
34
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$27K
AWA
127
Arkadios Wealth Advisors
Georgia
$25.9K +$25.9K +459 New
SFPG
128
Stonebridge Financial Planning Group
Florida
$25K +$25K +450 New
RIA
129
Realta Investment Advisors
Delaware
$24K
AA
130
Ancora Advisors
Ohio
$20K +$20K +357 New
TCWM
131
Total Clarity Wealth Management
Illinois
$20K +$20K +360 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$17K
ASN
133
Advisory Services Network
Georgia
$14K -$16.8K -300 -55%
LAS
134
Lloyd Advisory Services
Georgia
$12K +$12K +208 New
KWM
135
Keebeck Wealth Management
Illinois
$12K +$12K +218 New
WEC
136
Winslow Evans & Crocker
Massachusetts
$8K
GI
137
Gradient Investments
Minnesota
$8K +$8K +148 New
RG
138
Retirement Group
California
$6K +$6K +103 New
FHA
139
First Horizon Advisors
Tennessee
$6K +$6K +119 New
PMFA
140
Plante Moran Financial Advisors
Michigan
$2K +$2K +37 New
Jones Financial Companies
141
Jones Financial Companies
Missouri
-$359K -6,964 Closed
HT
142
Heritage Trust
Oklahoma
-$301K -5,833 Closed
QCIG
143
Quad-Cities Investment Group
Iowa
-$44K -865 Closed
FGAM
144
Financial Gravity Asset Management
Texas
-$11K -217 Closed
FIB
145
First Interstate Bank
Montana
-$10K -200 Closed
CIAS
146
Capital Investment Advisory Services
North Carolina
-$9K -174 Closed
PO
147
Private Ocean
California
-$7K -126 Closed