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First Trust Large Cap Value AlphaDEX Fund

180 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
75
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ASN
151
Advisory Services Network
Georgia
$188K 2,831 -36 -1%
CFD
152
Creative Financial Designs
Indiana
$185K 2,788 -322 -10%
US Bancorp
153
US Bancorp
Minnesota
$179K 2,696 -3,512 -57%
AAS
154
Ameritas Advisory Services
Nebraska
$109K 1,640 +1,640 New
IGWM
155
ICA Group Wealth Management
Colorado
$81.7K 1,230
GRP
156
Global Retirement Partners
California
$81.6K 1,277 -7 -0.5%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$78K 1,173
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$69.6K 1,048 +1,048 New
HF
159
Halpern Financial
Virginia
$69.1K 1,040
ADL
160
Asset Dedication LLC
California
$67K 1,012
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$56.7K 854 +413 +94%
TAM
162
Tucker Asset Management
Colorado
$54.7K 824 -46 -5%
SS
163
Sunbelt Securities
Texas
$49.3K 752 +752 New
ST
164
Smithfield Trust
Pennsylvania
$40K 600
Citigroup
165
Citigroup
New York
$39.8K 600 -16 -3%
BAM
166
Belpointe Asset Management
Nevada
$33.5K 504 -539 -52%
AssetMark Inc
167
AssetMark Inc
California
$30.7K 463
GWSG
168
GPS Wealth Strategies Group
Colorado
$30.1K 453 +453 New
PTC
169
Private Trust Company
Ohio
$28.6K 430 +430 New
CIA
170
Cape Investment Advisory
Georgia
$24.4K 367 +367 New
GWM
171
Geneos Wealth Management
Colorado
$19.9K 300
SC
172
SouthState Corp
Florida
$13.3K 200 +200 New
NFSG
173
Newbridge Financial Services Group
Florida
$9.96K 150 -270 -64%
PP
174
Pacifica Partners
Canada
$9.72K 149
CWA
175
Clearview Wealth Advisors
Oregon
$8.55K 128