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First Trust Large Cap Value AlphaDEX Fund

215 hedge funds and large institutions have $1.07B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
67
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KDA
126
Kraft Davis & Associates
Missouri
$427K +$427K +5,513 New
AA
127
Armis Advisers
Georgia
$426K +$426K +5,576 New
SB
128
Strategic Blueprint
Georgia
$423K -$11.2K -146 -3%
FFA
129
Founders Financial Alliance
North Carolina
$422K +$6.35K +83 +2%
PWS
130
Proactive Wealth Strategies
Georgia
$420K +$420K +5,497 New
PCS
131
Private Client Services
Kentucky
$419K +$44.5K +582 +12%
IA
132
IFG Advisory
Georgia
$410K -$700K -9,159 -63%
1W
133
1776 Wealth
Georgia
$391K
EFG
134
Elios Financial Group
Ohio
$383K +$612 +8 +0.2%
MIM
135
MTM Investment Management
South Carolina
$379K -$69.1K -904 -15%
RFG
136
REAP Financial Group
Texas
$374K +$917 +12 +0.2%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$360K +$271K +3,541 +302%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$352K -$11.5K -150 -3%
WCFA
139
Walkner Condon Financial Advisors
Wisconsin
$343K -$3.44K -45 -1%
FAIM
140
Financial Advocates Investment Management
Washington
$343K -$9.79K -128 -3%
WAM
141
WealthTrust Asset Management
Florida
$323K +$535 +7 +0.2%
PS
142
Principal Securities
Iowa
$322K -$45.3K -593 -12%
KAS
143
KPP Advisory Services
Kentucky
$320K
TA
144
TrueWealth Advisors
Alabama
$318K -$3.44K -45 -1%
VA
145
Valmark Advisers
Ohio
$317K
EWM
146
EPG Wealth Management
Georgia
$303K +$1.15K +15 +0.4%
AFP
147
Ausdal Financial Partners
Iowa
$282K +$53.4K +698 +23%
KCFA
148
Key Client Fiduciary Advisors
New Jersey
$275K
DAS
149
Diversify Advisory Services
Utah
$266K -$75.5K -996 -22%
SFB
150
STAR Financial Bank
Indiana
$266K