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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$21.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M
4
CA
4
Cetera Advisors
Colorado
$6.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19.8M
3
RIA
3
Regal Investment Advisors
Michigan
$2.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
151
Transcend Capital Advisors
New Jersey
$262K +$1.91K +25 +0.7%
VCM
152
Virtue Capital Management
Tennessee
$256K +$2.74K +37 +1%
SCM
153
Saxony Capital Management
Missouri
$254K -$12.1K -159 -5%
TSS
154
Two Sigma Securities
New York
$253K +$253K +3,318 New
JCM
155
Janney Capital Management
Pennsylvania
$249K – – –
BEI
156
Benjamin Edwards Inc
Missouri
$233K +$2.44K +32 +1%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$232K +$232K +3,038 New
NWM
158
Northwest Wealth Management
Iowa
$232K -$1.76K -23 -0.8%
WS
159
Wedbush Securities
California
$231K – – –
CWA
160
Centennial Wealth Advisory
Michigan
$226K -$5.35K -70 -2%
SWP
161
ShoreHaven Wealth Partners
New Jersey
$224K +$917 +12 +0.4%
APP
162
Avantax Planning Partners
Iowa
$218K – – –
EA
163
Eudaimonia Advisors
Tennessee
$214K +$214K +2,804 New
CWP
164
Core Wealth Partners
California
$211K +$211K +2,766 New
AWM
165
Aprio Wealth Management
Georgia
$210K +$210K +2,750 New
SFA
166
Sequoia Financial Advisors
Ohio
$209K +$209K +2,736 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$208K -$43.7K -572 -17%
ASN
168
Advisory Services Network
Georgia
$208K +$4.89K +64 +2%
6F
169
626 Financial
Michigan
$202K +$202K +2,645 New
SW
170
Simplicity Wealth
New Jersey
$200K +$200K +2,623 New
DFA
171
DHJJ Financial Advisors
Illinois
$192K – – –
US Bancorp
172
US Bancorp
Minnesota
$179K +$5.81K +76 +3%
HNB
173
Huntington National Bank
Ohio
$145K -$135K – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$101K +$9.16K +120 +10%
HF
175
Halpern Financial
Virginia
$78.8K – – –
5 6
7
8 9