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First Trust Large Cap Value AlphaDEX Fund
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Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
Citadel Advisors
Florida
$2.01M
3
Jane Street
Jane Street
New York
$1.14M
4
AssetMark Inc
AssetMark Inc
California
$10.6M
5
Goldman Sachs
Goldman Sachs
New York
$1.16M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
Morgan Stanley
New York
$163M
3
KWM
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$264K -$24.6K -311 -9%
WB
152
WesBanco Bank
West Virginia
$260K +$260K +3,284 New
JCM
153
Janney Capital Management
Pennsylvania
$258K – – –
SP
154
Sequent Planning
Nebraska
$258K -$30.1K -380 -10%
FPAS
155
Focus Partners Advisor Solutions
Missouri
$248K +$14.2K +180 +6%
TCA
156
Transcend Capital Advisors
New Jersey
$239K -$9.82K -124 -4%
WS
157
Wedbush Securities
California
$239K – – –
SCM
158
Saxony Capital Management
Missouri
$238K +$79 +1 +0%
AFP
159
Ausdal Financial Partners
Iowa
$237K -$136K -1,717 -36%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$236K -$12.4K -157 -5%
APP
161
Avantax Planning Partners
Iowa
$226K – – –
FTDI
162
First Trust Direct Indexing
Massachusetts
$226K – – –
CAM
163
Concorde Asset Management
Michigan
$225K -$2.77K -35 -1%
NWM
164
Northwest Wealth Management
Iowa
$224K – – –
BWA
165
BlueChip Wealth Advisors
Georgia
$224K -$47.5K -600 -18%
AWM
166
Aprio Wealth Management
Georgia
$218K – – –
SFA
167
Sequoia Financial Advisors
Ohio
$215K +$215K +2,716 New
6F
168
626 Financial
Michigan
$209K +$209K +2,645 New
ASN
169
Advisory Services Network
Georgia
$206K – – –
SWM
170
SeaCrest Wealth Management
New York
$201K +$201K +2,544 New
DFA
171
DHJJ Financial Advisors
Illinois
$199K – – –
US Bancorp
172
US Bancorp
Minnesota
$159K -$21.8K -276 -12%
HNB
173
Huntington National Bank
Ohio
$151K -$140K – –
TAM
174
Tucker Asset Management
Colorado
$140K -$14.8K -187 -10%
JIP
175
Jaffetilchin Investment Partners
Florida
$126K +$126K +1,594 New
5 6
7
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