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First Trust Large Cap Value AlphaDEX Fund
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Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.01M
3
Jane Street
3
Jane Street
New York
$1.14M
4
AssetMark Inc
4
AssetMark Inc
California
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
KWM
3
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
201
Key Financial Inc
Pennsylvania
$3.64K – – –
IAIM
202
International Assets Investment Management
Florida
$3.35K +$3.3K +261,439 +7,813%
PA
203
Parallel Advisors
California
$2.06K – – –
SIS
204
Sound Income Strategies
Florida
$5 -$4 – –
OFS
205
OneAscent Financial Services
Alabama
– -$1.77M -24,013 Closed
BRWA
206
B. Riley Wealth Advisors
Florida
– -$484K -6,575 Closed
HF
207
HRT Financial
New York
– -$408K -5,550 Closed
HFW
208
Horizon Family Wealth
Illinois
– -$347K -4,715 Closed
CAM
209
Cresset Asset Management
Illinois
– -$292K -3,972 Closed
MSWM
210
Mowery & Schoenfeld Wealth Management
Illinois
– -$128K -1,741 Closed
PP
211
Pacifica Partners
Canada
– -$10.9K -149 Closed
5 6 7 8
9