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First Trust Large Cap Value AlphaDEX Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
176
Asset Dedication LLC
California
$77K
PB
177
Pinnacle Bancorp
Nebraska
$73.6K +$73.6K +963 New
TAM
178
Tucker Asset Management
Colorado
$69.4K +$11.6K +152 +20%
CA
179
Continuum Advisory
Idaho
$64.7K +$64.7K +862 New
SS
180
Sunbelt Securities
Texas
$58.2K +$153 +2 +0.3%
AA
181
AlphaMark Advisors
Kentucky
$53K -$280K -3,640 -84%
Citigroup
182
Citigroup
New York
$47.9K +$2.06K +27 +5%
ST
183
Smithfield Trust
Pennsylvania
$46K
CPA
184
Clear Point Advisors
New York
$41K +$459 +6 +1%
CCMI
185
Creative Capital Management Investments
California
$40.6K
AWM
186
Avior Wealth Management
Nebraska
$36K -$13.6K -178 -27%
GWSG
187
GPS Wealth Strategies Group
Colorado
$34.6K
PTC
188
Private Trust Company
Ohio
$32.8K
FGAM
189
Financial Gravity Asset Management
Texas
$28.7K +$2.5K +35 +10%
MSG
190
Main Street Group
Virginia
$27.4K
GWM
191
Geneos Wealth Management
Colorado
$22.9K -$3.51K -46 -13%
CFD
192
Creative Financial Designs
Indiana
$22.9K
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$19.9K
IGWM
194
ICA Group Wealth Management
Colorado
$19.1K
CA
195
CoreCap Advisors
Michigan
$14.8K +$14.8K +194 New
CHC
196
City Holding Co
West Virginia
$12.6K
PP
197
Pacifica Partners
Canada
$11.1K
FFA
198
Farther Finance Advisors
California
$8.13K -$912 -12 -10%
AF
199
Advisornet Financial
Minnesota
$7.33K
GI
200
GAMMA Investing
California
$7.1K