FTA icon

First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

197 hedge funds and large institutions have $814M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
56
Reduced
90
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kaydan Wealth Management
Michigan
$27.9M
2
AssetMark Inc
AssetMark Inc
California
$8.9M
3
WEG
World Equity Group
Illinois
$1.21M
4
HI
Harbour Investments
Wisconsin
$2.71M
5
GS
GTS Securities
New York
$1.58M

Top Sellers

1
LPL Financial
LPL Financial
California
$59.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.7M
3
USCWA
U.S. Capital Wealth Advisors
Texas
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.4M
5
Citadel Advisors
Citadel Advisors
Florida
$569K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
151
BlueChip Wealth Advisors
Georgia
$252K -$43.7K -594 -15%
IAIM
152
International Assets Investment Management
Florida
$246K +$246K +3,346 New
JCM
153
Janney Capital Management
Pennsylvania
$240K – – –
TCA
154
Transcend Capital Advisors
New Jersey
$232K -$20.5K -278 -8%
BEI
155
Benjamin Edwards Inc
Missouri
$231K +$5.9K +80 +3%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$229K +$229K +3,143 New
WS
157
Wedbush Securities
California
$223K – – –
SCM
158
Saxony Capital Management
Missouri
$222K -$22.6K -307 -9%
FPAS
159
Focus Partners Advisor Solutions
Missouri
$218K -$5.89K -80 -3%
Goldman Sachs
160
Goldman Sachs
New York
$216K +$216K +2,928 New
CAM
161
Concorde Asset Management
Michigan
$212K +$212K +2,883 New
APP
162
Avantax Planning Partners
Iowa
$210K – – –
FTDI
163
First Trust Direct Indexing
Massachusetts
$210K +$210K +2,853 New
NWM
164
Northwest Wealth Management
Iowa
$209K -$14.6K -199 -7%
ASN
165
Advisory Services Network
Georgia
$206K +$5.52K +75 +3%
AWM
166
Aprio Wealth Management
Georgia
$202K – – –
DFA
167
DHJJ Financial Advisors
Illinois
$185K – – –
US Bancorp
168
US Bancorp
Minnesota
$168K -$4.42K -60 -3%
TAM
169
Tucker Asset Management
Colorado
$144K +$77K +1,046 +115%
HNB
170
Huntington National Bank
Ohio
$140K -$145K – –
MSWM
171
Mowery & Schoenfeld Wealth Management
Illinois
$128K +$128K +1,741 New
CA
172
Continuum Advisory
Idaho
$87.8K +$24.4K +331 +38%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$86K -$11K -150 -11%
GWSG
174
GPS Wealth Strategies Group
Colorado
$81.9K +$48.6K +660 +146%
HF
175
Halpern Financial
Virginia
$76.5K – – –
5 6
7
8 9