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First Trust Large Cap Value AlphaDEX Fund

181 hedge funds and large institutions have $801M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
60
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
6F
151
626 Financial
Michigan
$218K
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$212K -$9.46K -146 -4%
JCM
153
Janney Capital Management
Pennsylvania
$211K
BEI
154
Benjamin Edwards Inc
Missouri
$183K -$47.8K -737 -21%
GM
155
GeoWealth Management
Illinois
$183K -$24.1K -373 -12%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$170K -$1.68K -26 -1%
DFA
157
DHJJ Financial Advisors
Illinois
$163K +$163K +2,512 New
US Bancorp
158
US Bancorp
Minnesota
$146K -$24.1K -372 -14%
HNB
159
Huntington National Bank
Ohio
$123K -$127K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$86K +$9.58K +147 +13%
TAM
161
Tucker Asset Management
Colorado
$79K +$18.4K +284 +30%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$67.9K
HF
163
Halpern Financial
Virginia
$67.4K
ADL
164
Asset Dedication LLC
California
$66K
SS
165
Sunbelt Securities
Texas
$49.1K +$130 +2 +0.3%
ST
166
Smithfield Trust
Pennsylvania
$39K
Citigroup
167
Citigroup
New York
$38.9K
CCMI
168
Creative Capital Management Investments
California
$34.4K +$34.4K +531 New
GWSG
169
GPS Wealth Strategies Group
Colorado
$29.3K
GWM
170
Geneos Wealth Management
Colorado
$28.1K
PTC
171
Private Trust Company
Ohio
$27.9K
CIA
172
Cape Investment Advisory
Georgia
$23.8K
Legacy Financial Group (Iowa)
173
Legacy Financial Group (Iowa)
Iowa
$20.7K +$20.7K +320 New
CFD
174
Creative Financial Designs
Indiana
$16.8K -$164K -2,534 -91%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$16.8K +$16.8K +260 New