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First Trust Large Cap Value AlphaDEX Fund
194 hedge funds and large institutions have $978M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 86 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
22% more capital invested
Capital invested by funds: $802M → $978M (+$176M)
14.15% more ownership
Funds ownership: 69.75% → 83.9% (+14%)
7% more funds holding
Funds holding: 182 → 194 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
35% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 86
Holders
194
Holders Change
+12
Holders Change %
+6.59%
% 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
56
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$135M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.73M |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$3.52M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.34M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IP
201
Ignite Planners
San Clemente,
California
| – | -$573K | -9,088 | Closed |
|
|
FCM
202
Family Capital Management
Grand Rapids,
Michigan
| – | -$331K | -5,105 | Closed |
|
|
FHC
203
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$322K | -4,969 | Closed |
|
204
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$276K | -4,263 | Closed |
|
|
KAS
205
KPP Advisory Services
Louisville,
Kentucky
| – | -$271K | -4,186 | Closed |
|
|
SWM
206
SeaCrest Wealth Management
Purchase,
New York
| – | -$242K | -3,729 | Closed |
|
|
6F
207
626 Financial
Portage,
Michigan
| – | -$218K | -3,367 | Closed |
|
|
CIA
208
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$23.8K | -367 | Closed |
|
209
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$20.7K | -320 | Closed |
|
|
TWM
210
Tradition Wealth Management
Edina,
Minnesota
| – | -$3K | -49 | Closed |
|