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First Trust Large Cap Value AlphaDEX Fund

181 hedge funds and large institutions have $801M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
60
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWN
126
Independent Wealth Network
Iowa
$379K -$40.8K -630 -10%
ATPW
127
Ashton Thomas Private Wealth
Arizona
$374K
DI
128
DFPG Investments
Utah
$358K +$90.5K +1,429 +34%
AFP
129
Ausdal Financial Partners
Iowa
$339K -$227K -3,509 -40%
SWM
130
Spire Wealth Management
Virginia
$338K -$147K -2,267 -30%
FCM
131
Family Capital Management
Michigan
$331K
FHC
132
First Heartland Consultants
Missouri
$322K -$9.66K -149 -3%
FTUS
133
Flow Traders U.S.
New York
$320K -$1.9M -29,252 -86%
KCFA
134
Key Client Fiduciary Advisors
New Jersey
$304K -$19.4K -300 -6%
HFW
135
Horizon Family Wealth
Illinois
$301K +$1.88K +29 +0.6%
Jane Street
136
Jane Street
New York
$299K +$299K +4,608 New
AA
137
AlphaMark Advisors
Kentucky
$282K +$95.1K +1,470 +51%
EAM
138
Empirical Asset Management
Massachusetts
$282K +$1.62K +25 +0.6%
TA
139
TrueWealth Advisors
Alabama
$281K +$10.6K +164 +4%
WAM
140
WealthTrust Asset Management
Florida
$280K +$324 +5 +0.1%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$276K
KAS
142
KPP Advisory Services
Kentucky
$271K +$271K +4,186 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$262K -$61K -942 -19%
CAM
144
Cresset Asset Management
Illinois
$258K +$3.17K +49 +1%
EWM
145
EPG Wealth Management
Georgia
$254K +$1.04K +16 +0.4%
SWM
146
SeaCrest Wealth Management
New York
$242K -$28.4K -439 -11%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$241K
CWA
148
Centennial Wealth Advisory
Michigan
$239K -$2.14K -33 -0.9%
FFA
149
Founders Financial Alliance
North Carolina
$231K
SS
150
Simplicity Solutions
Minnesota
$226K -$91.4K -1,410 -29%