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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 %
MCM
176
MAI Capital Management
Ohio
$178K +$178K +2,330 New
TAM
177
Tucker Asset Management
Colorado
$163K +$28.3K +370 +21%
US Bancorp
178
US Bancorp
Minnesota
$153K -$1.07K -14 -0.7%
HNB
179
Huntington National Bank
Ohio
$146K -$151K
CF
180
Centaurus Financial
California
$131K +$131K +1,718 New
BOJHT
181
Bank of Jackson Hole Trust
Wyoming
$114K +$114K +1,485 New
CA
182
Continuum Advisory
Idaho
$91.2K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$90K -$3.07K -40 -3%
GWSG
184
GPS Wealth Strategies Group
Colorado
$85.7K +$306 +4 +0.4%
HNB
185
Hilltop National Bank
Wyoming
$79.3K
GI
186
GAMMA Investing
California
$77.8K +$61.7K +807 +384%
PB
187
Pinnacle Bancorp
Nebraska
$73.6K
GSWM
188
Golden State Wealth Management
California
$68.7K +$68.7K +898 New
SS
189
Sunbelt Securities
Texas
$58.5K
MAS
190
MPWM Advisory Solutions
Georgia
$54.6K +$54.6K +714 New
PTC
191
Private Trust Company
Ohio
$47.7K +$14.8K +194 +45%
ST
192
Smithfield Trust
Pennsylvania
$46K
AA
193
AlphaMark Advisors
Kentucky
$38K -$14.4K -190 -28%
AWM
194
Avior Wealth Management
Nebraska
$35.3K +$153 +2 +0.4%
FWM
195
FLP Wealth Management
Arkansas
$28.3K +$28.3K +370 New
MSG
196
Main Street Group
Virginia
$27.5K
GWM
197
Geneos Wealth Management
Colorado
$27.1K -$306 -4 -1%
RCA
198
Runnymede Capital Advisors
Ohio
$26.8K +$26.8K +350 New
ADL
199
Asset Dedication LLC
California
$26.2K
Russell Investments Group
200
Russell Investments Group
United Kingdom
$23K +$2.37K +31 +11%