FTA icon

First Trust Large Cap Value AlphaDEX Fund

154 hedge funds and large institutions have $689M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
10
Increased
62
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$188K -$47.5K -824 -20%
HNB
127
Huntington National Bank
Ohio
$167K -$187K
SWM
128
Spire Wealth Management
Virginia
$155K -$1.36M -23,519 -90%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$109K +$41.3K +719 +61%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$90K
GRP
131
Global Retirement Partners
California
$87K -$54.8K -844 -39%
AA
132
AlphaMark Advisors
Kentucky
$87K +$9.19K +160 +12%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$83K
GWM
134
Geneos Wealth Management
Colorado
$78K +$60.8K +1,063 +354%
HF
135
Halpern Financial
Virginia
$60K
ADL
136
Asset Dedication LLC
California
$58K +$58K +1,012 New
TAM
137
Tucker Asset Management
Colorado
$53.1K +$2.06K +32 +4%
AWM
138
Avior Wealth Management
Nebraska
$38K +$170 +3 +0.5%
NFSG
139
Newbridge Financial Services Group
Florida
$36K
Citigroup
140
Citigroup
New York
$36K
ST
141
Smithfield Trust
Pennsylvania
$35K
AssetMark Inc
142
AssetMark Inc
California
$33K -$5.84K -101 -15%
GWSG
143
GPS Wealth Strategies Group
Colorado
$26K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$25K
WWM
145
Wagner Wealth Management
South Carolina
$18K +$757 +13 +4%
PP
146
Pacifica Partners
Canada
$9K
First Manhattan
147
First Manhattan
New York
$8K
CWA
148
Clearview Wealth Advisors
Oregon
$7K +$55 +1 +0.8%
APA
149
American Portfolios Advisors
New York
$6.17K
AF
150
Advisornet Financial
Minnesota
$6K