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First Trust Large Cap Value AlphaDEX Fund

157 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
126
Eudaimonia Advisors
Tennessee
$225K -$1.97K -28 -0.9%
WDC
127
Woodward Diversified Capital
California
$214K -$247K -3,489 -54%
EH
128
Equitable Holdings
New York
$211K +$211K +2,995 New
AWM
129
Apollon Wealth Management
South Carolina
$209K -$9.64K -137 -4%
ASN
130
Advisory Services Network
Georgia
$202K +$202K +2,858 New
APP
131
Avantax Planning Partners
Iowa
$201K +$201K +2,855 New
SWP
132
ShoreHaven Wealth Partners
New Jersey
$200K +$200K +2,837 New
CF
133
Centaurus Financial
California
$174K -$24.3K -345 -12%
BAM
134
Belpointe Asset Management
Nevada
$143K -$6.65K -94 -4%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$110K +$45.8K +651 +71%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$101K +$82.5K +1,173 +446%
AA
137
AlphaMark Advisors
Kentucky
$97K -$8.14K -115 -8%
GRP
138
Global Retirement Partners
California
$89K +$89K +1,319 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$86K +$5.99K +85 +7%
HF
140
Halpern Financial
Virginia
$73.3K
TAM
141
Tucker Asset Management
Colorado
$65.4K +$3.67K +52 +6%
HIA
142
Harbor Investment Advisory
Maryland
$55K
HNB
143
Huntington National Bank
Ohio
$54K -$54K
AssetMark Inc
144
AssetMark Inc
California
$50K -$495 -7 -1%
AWM
145
Avior Wealth Management
Nebraska
$49K -$562 -8 -1%
PP
146
Pacifica Partners
Canada
$47K
NFSG
147
Newbridge Financial Services Group
Florida
$44K
Citigroup
148
Citigroup
New York
$43K +$1.89K +27 +5%
ST
149
Smithfield Trust
Pennsylvania
$42K
CWA
150
Clearview Wealth Advisors
Oregon
$32K