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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

197 hedge funds and large institutions have $814M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
56
Reduced
90
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kaydan Wealth Management
Michigan
$27.9M
2
AssetMark Inc
AssetMark Inc
California
$8.9M
3
WEG
World Equity Group
Illinois
$1.21M
4
HI
Harbour Investments
Wisconsin
$2.71M
5
GS
GTS Securities
New York
$1.58M

Top Sellers

1
LPL Financial
LPL Financial
California
$59.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.7M
3
USCWA
U.S. Capital Wealth Advisors
Texas
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.4M
5
Citadel Advisors
Citadel Advisors
Florida
$569K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
126
Ashton Thomas Private Wealth
Arizona
$413K – – –
HF
127
HRT Financial
New York
$408K +$408K +5,550 New
AWM
128
Apollon Wealth Management
South Carolina
$403K +$68.5K +931 +20%
SFB
129
STAR Financial Bank
Indiana
$390K -$141K -1,915 -27%
FAIM
130
Financial Advocates Investment Management
Washington
$361K -$10.2K -139 -3%
HFW
131
Horizon Family Wealth
Illinois
$347K +$1.55K +21 +0.4%
AFP
132
Ausdal Financial Partners
Iowa
$347K +$14.3K +194 +4%
DAS
133
Diversify Advisory Services
Utah
$328K -$83.8K -1,150 -20%
EAM
134
Empirical Asset Management
Massachusetts
$323K – – –
PS
135
Principal Securities
Iowa
$320K -$76.6K -1,041 -19%
WAM
136
WealthTrust Asset Management
Florida
$318K -$1.47K -20 -0.5%
KAS
137
KPP Advisory Services
Kentucky
$308K – – –
VA
138
Valmark Advisers
Ohio
$305K – – –
TA
139
TrueWealth Advisors
Alabama
$305K +$21.3K +289 +7%
FFA
140
Founders Financial Alliance
North Carolina
$299K – – –
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$295K -$662 -9 -0.2%
SWM
142
Spire Wealth Management
Virginia
$295K -$5.52K -75 -2%
CAM
143
Cresset Asset Management
Illinois
$292K +$662 +9 +0.2%
EWM
144
EPG Wealth Management
Georgia
$291K -$302K -3,949 Closed
MSAM
145
Moloney Securities Asset Management
Missouri
$285K -$17.8K -242 -6%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$274K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$269K +$68.2K +927 +34%
SP
148
Sequent Planning
Nebraska
$266K -$36.1K -493 -12%
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$265K -$14.7K -200 -5%
TSWM
150
Tyler-Stone Wealth Management
Ohio
$257K -$41.1K -558 -14%
4 5
6
7 8