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First Trust Large Cap Value AlphaDEX Fund

157 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
151
Clearview Wealth Advisors
Oregon
$32K
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$31K
LAS
153
Lloyd Advisory Services
Georgia
$22K +$350 +5 +2%
GWM
154
Geneos Wealth Management
Colorado
$21K
APA
155
American Portfolios Advisors
New York
$10.7K +$71 +1 +0.7%
First Manhattan
156
First Manhattan
New York
$10K +$10K +148 New
AF
157
Advisornet Financial
Minnesota
$7K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$4K +$4K +65 New
IFG
159
Investors Financial Group
Minnesota
-$1.36M -19,439 Closed
FFN
160
Focus Financial Network
Minnesota
-$277K -3,959 Closed
SFPG
161
Stonebridge Financial Planning Group
Florida
-$181K -2,625 Closed
CFCI
162
Comprehensive Financial Consultants Institutional
Indiana
-$76K -1,097 Closed
AIM
163
Anchor Investment Management
South Carolina
-$48.5K -694 Closed
CA
164
CoreCap Advisors
Michigan
-$47K -670 Closed
WWM
165
Wagner Wealth Management
South Carolina
-$22K -311 Closed
TFS
166
TrustCore Financial Services
Tennessee
-$21K -300 Closed
SSB
167
Sandy Spring Bank
Maryland
-$14K -200 Closed
RPCONE
168
Retirement Planning Company of New England
Rhode Island
-$10K -156 Closed
ODG
169
O'Dell Group
Ohio
-$8K -109 Closed