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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 %
Citigroup
176
Citigroup
New York
$42.5K
CCMI
177
Creative Capital Management Investments
California
$37.6K
CPA
178
Clear Point Advisors
New York
$37.6K +$37.6K +530 New
GWSG
179
GPS Wealth Strategies Group
Colorado
$32.1K
MFT
180
Moisand Fitzgerald Tamayo
Florida
$31.7K +$31.7K +448 New
PTC
181
Private Trust Company
Ohio
$30.5K
FGAM
182
Financial Gravity Asset Management
Texas
$26K +$26K +367 New
MSG
183
Main Street Group
Virginia
$25.5K +$25.5K +360 New
GWM
184
Geneos Wealth Management
Colorado
$24.5K -$6.23K -88 -20%
CFD
185
Creative Financial Designs
Indiana
$21.3K +$2.83K +40 +15%
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$18.4K
IGWM
187
ICA Group Wealth Management
Colorado
$17.7K +$17.7K +250 New
CHC
188
City Holding Co
West Virginia
$11.7K
PP
189
Pacifica Partners
Canada
$10.1K
FFA
190
Farther Finance Advisors
California
$8.43K
AF
191
Advisornet Financial
Minnesota
$6.8K
GI
192
GAMMA Investing
California
$6.53K +$6.53K +93 New
KFI
193
Key Financial Inc
Pennsylvania
$3.26K
PA
194
Parallel Advisors
California
$1.84K
SIS
195
Sound Income Strategies
Florida
$4 -$4
KDA
196
Kraft Davis & Associates
Missouri
-$2.47M -39,268 Closed
VF
197
Virtu Financial
New York
-$1.29M -19,948 Closed
WC
198
Waterloo Capital
Texas
-$1.24M -19,153 Closed
TLFA
199
True Link Financial Advisors
California
-$869K -13,412 Closed
IP
200
Ignite Planners
California
-$573K -9,088 Closed