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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$21.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M
4
CA
4
Cetera Advisors
Colorado
$6.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19.8M
3
RIA
3
Regal Investment Advisors
Michigan
$2.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
MGB Wealth Management
Texas
$430K +$76 +1 +0%
DAS
127
Diversify Advisory Services
Utah
$429K +$429K +5,650 New
ATPW
128
Ashton Thomas Private Wealth
Arizona
$429K -$12.7K -166 -3%
PS
129
Principal Securities
Iowa
$412K +$13.7K +180 +3%
FAIM
130
Financial Advocates Investment Management
Washington
$385K -$107K -1,398 -22%
HFW
131
Horizon Family Wealth
Illinois
$359K +$1.38K +18 +0.4%
OIA
132
OneDigital Investment Advisors
Kansas
$351K +$90.7K +1,188 +35%
AWM
133
Apollon Wealth Management
South Carolina
$347K +$124K +1,624 +56%
AFP
134
Ausdal Financial Partners
Iowa
$345K -$92.4K -1,210 -21%
EAM
135
Empirical Asset Management
Massachusetts
$336K +$1.3K +17 +0.4%
WAM
136
WealthTrust Asset Management
Florida
$331K +$917 +12 +0.3%
KAS
137
KPP Advisory Services
Kentucky
$320K +$320K +4,186 New
VA
138
Valmark Advisers
Ohio
$316K – – –
SP
139
Sequent Planning
Nebraska
$316K +$316K +4,132 New
MSAM
140
Moloney Securities Asset Management
Missouri
$314K -$120K -1,570 -28%
SWM
141
Spire Wealth Management
Virginia
$312K -$7.18K -94 -2%
FFA
142
Founders Financial Alliance
North Carolina
$310K – – –
TSWM
143
Tyler-Stone Wealth Management
Ohio
$310K -$65.9K -863 -18%
BWA
144
BlueChip Wealth Advisors
Georgia
$307K – – –
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$307K -$159K -2,084 -34%
CAM
146
Cresset Asset Management
Illinois
$303K +$535 +7 +0.2%
EWM
147
EPG Wealth Management
Georgia
$302K +$764 +10 +0.3%
TA
148
TrueWealth Advisors
Alabama
$294K +$36.6K +479 +14%
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$290K – – –
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$284K – – –
4 5
6
7 8