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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $977M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
55
Reduced
86
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
126
DFPG Investments
Utah
$400K
MWM
127
MGB Wealth Management
Texas
$399K +$399K +5,629 New
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$387K +$155K +2,185 +67%
PS
129
Principal Securities
Iowa
$369K +$369K +5,210 New
CAM
130
Concorde Asset Management
Michigan
$367K -$120K -1,690 -25%
TSWM
131
Tyler-Stone Wealth Management
Ohio
$348K -$73K -1,030 -17%
HFW
132
Horizon Family Wealth
Illinois
$331K +$2.27K +32 +0.7%
DC
133
Davenport & Co
Virginia
$313K -$420K -5,931 -57%
EAM
134
Empirical Asset Management
Massachusetts
$310K +$1.98K +28 +0.6%
AA
135
AlphaMark Advisors
Kentucky
$307K -$2.13K -30 -0.7%
WAM
136
WealthTrust Asset Management
Florida
$306K +$496 +7 +0.2%
VA
137
Valmark Advisers
Ohio
$293K -$138K -1,942 -32%
SWM
138
Spire Wealth Management
Virginia
$290K -$73.1K -1,051 -20%
FFA
139
Founders Financial Alliance
North Carolina
$288K +$35.4K +500 +14%
BWA
140
BlueChip Wealth Advisors
Georgia
$285K +$285K +4,021 New
CAM
141
Cresset Asset Management
Illinois
$280K -$1.7K -24 -0.6%
EWM
142
EPG Wealth Management
Georgia
$274K +$1.18K +17 +0.4%
KCFA
143
Key Client Fiduciary Advisors
New Jersey
$269K -$63.8K -900 -19%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$263K
SCM
145
Saxony Capital Management
Missouri
$246K +$246K +3,478 New
TRCT
146
Tower Research Capital (TRC)
New York
$245K -$1.07M -15,044 -81%
VCM
147
Virtue Capital Management
Tennessee
$242K +$242K +3,417 New
OIA
148
OneDigital Investment Advisors
Kansas
$241K -$324K -4,568 -57%
TCA
149
Transcend Capital Advisors
New Jersey
$241K -$226K -3,188 -48%
TA
150
TrueWealth Advisors
Alabama
$239K -$68.3K -964 -22%