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
–
Top Buyers
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$161M |
| 2 |
2
Osaic Holdings
Scottsdale,
Arizona
|
$19.8M |
| 3 |
RIA
3
Regal Investment Advisors
Kentwood,
Michigan
|
$2.85M |
| 4 |
4
Goldman Sachs
New York
|
$0 |
| 5 |
5
UBS Group
Zurich,
Switzerland
|
$75.2M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KFI
201
Key Financial Inc
West Chester,
Pennsylvania
| $3.51K | – | – | – |
|
|
SIS
202
Sound Income Strategies
Ft Lauderdale,
Florida
| $3.37K | +$3.37K | +44 | New |
|
|
S
203
SignatureFD
Atlanta,
Georgia
| $3.06K | +$3.06K | +40 | New |
|
|
PA
204
Parallel Advisors
San Francisco,
California
| $1.99K | – | – | – |
|
|
205
Goldman Sachs
New York
| – | -$4.55M | -64,283 | Closed |
|
|
FTUS
206
Flow Traders U.S.
New York
| – | -$824K | -11,636 | Closed |
|
|
WDL
207
Well Done LLC
Holland,
Michigan
| – | -$521K | -7,351 | Closed |
|
208
Koshinski Asset Management
Decatur,
Illinois
| – | -$387K | -5,464 | Closed |
|
|
CAM
209
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$367K | -5,177 | Closed |
|
|
BTI
210
Blue Trust Inc
Alpharetta,
Georgia
| – | -$110K | -1,698 | Closed |
|
|
MPWT
211
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$74.2K | -1,048 | Closed |
|
|
MFT
212
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$31.7K | -448 | Closed |
|