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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

132 hedge funds and large institutions have $695M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
62
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$228M
2
CAN
Cetera Advisor Networks
California
$14.6M
3
LPL Financial
LPL Financial
California
$56.9M
4
RIA
Regal Investment Advisors
Michigan
$5.49M
5
Osaic Holdings
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
TIM
Total Investment Management
Arizona
$0
2
AI
Atria Investments
North Carolina
$0
3
CAS
Cascadia Advisory Services
Oregon
$0
4
WI
Wintrust Investments
Illinois
$0
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
126
Lloyd Advisory Services
Georgia
$20K +$3.75K +56 +23%
GWM
127
Geneos Wealth Management
Colorado
$19K – – –
WWM
128
Wagner Wealth Management
South Carolina
$18K -$1.66K -25 -8%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
FHA
130
First Horizon Advisors
Tennessee
$16K – – –
GI
131
Gradient Investments
Minnesota
$9K – – –
APA
132
American Portfolios Advisors
New York
$5.91K -$525 -8 -8%
SWG
133
Summit Wealth Group
Vermont
$4K – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$2K -$800 -14 -29%
TIM
135
Total Investment Management
Arizona
– -$36.7M -998,283 Closed
AI
136
Atria Investments
North Carolina
– -$5.21M -81,854 Closed
CAS
137
Cascadia Advisory Services
Oregon
– -$5.19M -81,517 Closed
WI
138
Wintrust Investments
Illinois
– -$3.22M -50,536 Closed
SAM
139
Synergy Asset Management
Washington
– -$2.05M -32,181 Closed
Citadel Advisors
140
Citadel Advisors
Florida
– -$1.59M -24,964 Closed
CWS
141
Cypress Wealth Services
California
– -$1.47M -23,033 Closed
MHS
142
M Holdings Securities
Oregon
– -$383K -6,019 Closed
VFA
143
Voya Financial Advisors
Connecticut
– -$357K -5,578 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$350K -5,500 Closed
TCA
145
Transcend Capital Advisors
New Jersey
– -$335K -5,280 Closed
TC
146
TownSquare Capital
Utah
– -$266K -4,179 Closed
SFS
147
Sowell Financial Services
Arkansas
– -$230K -3,398 Closed
WAP
148
Wealthcare Advisory Partners
Pennsylvania
– -$192K -3,016 Closed
IAIM
149
International Assets Investment Management
Florida
– -$93K -1,687 Closed
Barclays
150
Barclays
United Kingdom
– -$36K -568 Closed
3 4 5
6
7