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First Trust Large Cap Value AlphaDEX Fund

215 hedge funds and large institutions have $1.07B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
67
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
151
Tidemark
California
$262K +$76 +1 +0%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$262K +$262K +3,423 New
IAIM
153
International Assets Investment Management
Florida
$258K -$20M -261,402 -99%
MSAM
154
Moloney Securities Asset Management
Missouri
$255K -$23.6K -309 -8%
WB
155
WesBanco Bank
West Virginia
$251K
JCM
156
Janney Capital Management
Pennsylvania
$249K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$247K -$8.64K -113 -3%
SWM
158
Spire Wealth Management
Virginia
$245K -$61.6K -805 -20%
SP
159
Sequent Planning
Nebraska
$238K -$11K -144 -4%
WS
160
Wedbush Securities
California
$231K
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$230K -$54.1K -708 -19%
SIM
162
Synergy Investment Management
Florida
$227K +$227K +2,964 New
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$227K +$227K +2,963 New
TCA
164
Transcend Capital Advisors
New Jersey
$219K -$12K -157 -5%
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$219K -$101K -1,317 -31%
APP
166
Avantax Planning Partners
Iowa
$218K
FPAS
167
Focus Partners Advisor Solutions
Missouri
$217K -$23.1K -302 -10%
NWM
168
Northwest Wealth Management
Iowa
$217K
AWM
169
Aprio Wealth Management
Georgia
$212K +$1.22K +16 +0.6%
ASN
170
Advisory Services Network
Georgia
$211K -$2.98K -39 -1%
SCM
171
Saxony Capital Management
Missouri
$209K -$20.9K -274 -9%
GM
172
GeoWealth Management
Illinois
$209K -$846K -11,063 -80%
6F
173
626 Financial
Michigan
$202K
RBWA
174
RFG - Bristol Wealth Advisors
Massachusetts
$201K +$201K +2,626 New
DFA
175
DHJJ Financial Advisors
Illinois
$192K