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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $977M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
55
Reduced
86
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$234K +$47.6K +672 +26%
SS
152
Simplicity Solutions
Minnesota
$233K -$13.7K -193 -6%
JCM
153
Janney Capital Management
Pennsylvania
$231K
NWM
154
Northwest Wealth Management
Iowa
$217K +$217K +3,058 New
Jane Street
155
Jane Street
New York
$215K -$111K -1,568 -34%
CWA
156
Centennial Wealth Advisory
Michigan
$215K -$46K -650 -18%
BEI
157
Benjamin Edwards Inc
Missouri
$214K +$14K +198 +7%
WS
158
Wedbush Securities
California
$214K +$214K +3,026 New
AWM
159
Apollon Wealth Management
South Carolina
$207K +$207K +2,923 New
SWP
160
ShoreHaven Wealth Partners
New Jersey
$207K +$207K +2,915 New
APP
161
Avantax Planning Partners
Iowa
$202K +$202K +2,855 New
ASN
162
Advisory Services Network
Georgia
$188K +$188K +2,657 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$186K -$100K -1,413 -35%
DFA
164
DHJJ Financial Advisors
Illinois
$178K +$283 +4 +0.2%
US Bancorp
165
US Bancorp
Minnesota
$161K +$1.35K +19 +0.8%
HNB
166
Huntington National Bank
Ohio
$135K -$123K
BTI
167
Blue Trust Inc
Georgia
$110K +$110K +1,698 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$85K -$8.27K -117 -9%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$74.2K
HF
170
Halpern Financial
Virginia
$73.7K
ADL
171
Asset Dedication LLC
California
$72K
SS
172
Sunbelt Securities
Texas
$53.9K +$213 +3 +0.4%
TAM
173
Tucker Asset Management
Colorado
$53.6K -$32.7K -462 -38%
AWM
174
Avior Wealth Management
Nebraska
$46K -$721K -10,167 -94%
ST
175
Smithfield Trust
Pennsylvania
$43K