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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 %
HNB
176
Hilltop National Bank
Wyoming
$76.3K +$76.3K +1,037 New
ADL
177
Asset Dedication LLC
California
$74.5K – – –
Jones Financial Companies
178
Jones Financial Companies
Missouri
$73.4K +$73.4K +997 New
PB
179
Pinnacle Bancorp
Nebraska
$70.9K – – –
SS
180
Sunbelt Securities
Texas
$56.1K – – –
AA
181
AlphaMark Advisors
Kentucky
$51K – – –
ST
182
Smithfield Trust
Pennsylvania
$44K – – –
CPA
183
Clear Point Advisors
New York
$39.6K +$221 +3 +0.6%
AWM
184
Avior Wealth Management
Nebraska
$34.5K -$221 -3 -0.6%
PTC
185
Private Trust Company
Ohio
$31.6K – – –
IGWM
186
ICA Group Wealth Management
Colorado
$31.3K +$12.9K +175 +70%
MSG
187
Main Street Group
Virginia
$26.3K – – –
CFD
188
Creative Financial Designs
Indiana
$22.1K – – –
GWM
189
Geneos Wealth Management
Colorado
$22.1K – – –
Citigroup
190
Citigroup
New York
$16.7K -$29.4K -400 -64%
GI
191
GAMMA Investing
California
$15.5K +$8.61K +117 +126%
AA
192
Ancora Advisors
Ohio
$15.2K +$15.2K +207 New
CA
193
CoreCap Advisors
Michigan
$14.3K – – –
CHC
194
City Holding Co
West Virginia
$12.1K – – –
PP
195
Pacifica Partners
Canada
$10.9K – – –
FFA
196
Farther Finance Advisors
California
$7.32K -$512 -7 -7%
AF
197
Advisornet Financial
Minnesota
$7.07K – – –
KFI
198
Key Financial Inc
Pennsylvania
$3.39K – – –
PA
199
Parallel Advisors
California
$1.91K – – –
SIS
200
Sound Income Strategies
Florida
$4 -$3.37K -44 Closed
5 6 7
8
9