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First Trust Large Cap Value AlphaDEX Fund
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Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
Citadel Advisors
Florida
$2.01M
3
Jane Street
Jane Street
New York
$1.14M
4
AssetMark Inc
AssetMark Inc
California
$10.6M
5
Goldman Sachs
Goldman Sachs
New York
$1.16M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
Morgan Stanley
New York
$163M
3
KWM
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
126
1776 Wealth
Georgia
$405K -$66.2K -837 -14%
EFG
127
Elios Financial Group
Ohio
$396K +$396K +5,006 New
PCS
128
Private Client Services
Kentucky
$388K +$388K +4,897 New
RFG
129
REAP Financial Group
Texas
$386K -$77.5K -980 -17%
PS
130
Principal Securities
Iowa
$380K +$35.9K +454 +10%
ATPW
131
Ashton Thomas Private Wealth
Arizona
$377K -$67.7K -855 -15%
GLA
132
Good Life Advisors
Pennsylvania
$367K +$367K +4,634 New
FAIM
133
Financial Advocates Investment Management
Washington
$365K -$23.2K -293 -6%
SPWM
134
Schrum Private Wealth Management
Florida
$361K +$361K +4,560 New
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$359K +$41.4K +523 +13%
DAS
136
Diversify Advisory Services
Utah
$356K – – –
EAM
137
Empirical Asset Management
Massachusetts
$351K +$3.32K +42 +1%
WAM
138
WealthTrust Asset Management
Florida
$334K -$7.36K -93 -2%
TA
139
TrueWealth Advisors
Alabama
$333K +$5.3K +67 +2%
KAS
140
KPP Advisory Services
Kentucky
$331K – – –
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$331K -$142K -1,800 -30%
VA
142
Valmark Advisers
Ohio
$328K – – –
SWM
143
Spire Wealth Management
Virginia
$317K – – –
EWM
144
EPG Wealth Management
Georgia
$312K +$312K +3,944 New
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$294K – – –
MSAM
146
Moloney Securities Asset Management
Missouri
$288K -$18K -227 -6%
FTUS
147
Flow Traders U.S.
New York
$285K +$285K +3,601 New
KCFA
148
Key Client Fiduciary Advisors
New Jersey
$285K – – –
SFB
149
STAR Financial Bank
Indiana
$275K -$144K -1,823 -34%
T
150
Tidemark
California
$271K -$205K -2,587 -43%
4 5
6
7 8