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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 %
CFD
201
Creative Financial Designs
Indiana
$22.9K
Citigroup
202
Citigroup
New York
$17.4K
LC
203
Luminist Capital
Michigan
$16.2K +$16.2K +211 New
AA
204
Ancora Advisors
Ohio
$15.8K
CA
205
CoreCap Advisors
Michigan
$14.8K
CHC
206
City Holding Co
West Virginia
$12.6K
BTI
207
Blue Trust Inc
Georgia
$11.7K +$11.7K +153 New
AF
208
Advisornet Financial
Minnesota
$7.34K
FFA
209
Farther Finance Advisors
California
$6.5K -$612 -8 -9%
T
210
Transce3nd
Texas
$6.12K +$6.12K +80 New
KFI
211
Key Financial Inc
Pennsylvania
$3.52K
KIM
212
Kestra Investment Management
Texas
$3.46K +$3.46K +45 New
SAM
213
Synergy Asset Management
Washington
$3.24K +$3.24K +41 New
PA
214
Parallel Advisors
California
$1.99K
CAWM
215
Capital A Wealth Management
Pennsylvania
$1.76K +$1.76K +23 New
NS
216
NBC Securities
Alabama
$879 -$1.3M -16,216 -100%
SIS
217
Sound Income Strategies
Florida
$5 -$5
GS
218
GTS Securities
New York
-$1.68M -21,224 Closed
SAM
219
SignalPoint Asset Management
Missouri
-$1.29M -16,409 Closed
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
-$1.09M -13,740 Closed
WEG
221
World Equity Group
Illinois
-$777K -9,822 Closed
GLA
222
Good Life Advisors
Pennsylvania
-$367K -4,634 Closed
SPWM
223
Schrum Private Wealth Management
Florida
-$361K -4,560 Closed
EAM
224
Empirical Asset Management
Massachusetts
-$351K -4,437 Closed
FTUS
225
Flow Traders U.S.
New York
-$285K -3,601 Closed