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First Trust Large Cap Value AlphaDEX Fund

140 hedge funds and large institutions have $647M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+19
Holders Change %
+15.7%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
47
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$31.8K +$31.8K +500 New
CFA
127
Carroll Financial Associates
North Carolina
$31K
TAM
128
Tucker Asset Management
Colorado
$30.6K -$1.97K -31 -6%
CWA
129
Clearview Wealth Advisors
Oregon
$29K +$65 +1 +0.2%
GWSG
130
GPS Wealth Strategies Group
Colorado
$28K +$28K +453 New
WP
131
WealthShield Partners
North Carolina
$20K +$20K +320 New
GWM
132
Geneos Wealth Management
Colorado
$19K
WWM
133
Wagner Wealth Management
South Carolina
$19K +$19K +296 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$17K
FHA
135
First Horizon Advisors
Tennessee
$16K +$16K +256 New
LAS
136
Lloyd Advisory Services
Georgia
$15K -$926 -15 -6%
GI
137
Gradient Investments
Minnesota
$9K -$514 -8 -5%
MWA
138
Moser Wealth Advisors
Washington
$8K +$8K +127 New
APA
139
American Portfolios Advisors
New York
$6.24K +$1.59K +25 +34%
SWG
140
Summit Wealth Group
Vermont
$4K +$4K +59 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3K -$11.6K -189 -79%
TRCT
142
Tower Research Capital (TRC)
New York
$2K -$268K -4,159 -99%
RIA
143
Regal Investment Advisors
Michigan
-$4.51M -82,171 Closed
CS
144
Credit Suisse
Switzerland
-$606K -11,024 Closed
MCC
145
Money Concepts Capital
Florida
-$205K -3,733 Closed
AWG
146
Altus Wealth Group
Colorado
-$112K -2,036 Closed
ASN
147
Advisory Services Network
Georgia
-$101K -1,837 Closed
FWM
148
ForthRight Wealth Management
Georgia
-$85K -1,540 Closed
FFG
149
Fortem Financial Group
California
-$21K -379 Closed
ICP
150
Interchange Capital Partners
Pennsylvania
-$19K -348 Closed