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First Trust Large Cap Value AlphaDEX Fund

53 hedge funds and large institutions have $457M invested in First Trust Large Cap Value AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
28
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$210M 5,082,149 +733,146 +17%
Bank of America
2
Bank of America
North Carolina
$56.7M 1,373,909 +527,713 +62%
LPL Financial
3
LPL Financial
California
$35.6M 862,670 +222,806 +35%
U
4
UBS
Switzerland
$33.7M 817,954 +121,991 +18%
Wells Fargo
5
Wells Fargo
California
$23.5M 570,184 -66,967 -11%
RJA
6
Raymond James & Associates
Florida
$18.7M 453,240 +30,443 +7%
CA
7
Cetera Advisors
Colorado
$12.6M 305,655 +12,050 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.2M 223,059 +51,463 +30%
BTS
9
BB&T Securities
Virginia
$6.68M 16,196 +41 +0.3%
ICM
10
ICC Capital Management
Florida
$5.98M 145,000 +145,000 New
Ameriprise
11
Ameriprise
Minnesota
$4.47M 108,699 +8,983 +9%
SI
12
Stephens Inc
Arkansas
$3.6M 87,360 +87,360 New
HFS
13
HL Financial Services
Kentucky
$3.49M 84,686 -2,418 -3%
Citigroup
14
Citigroup
New York
$3.42M 82,958 +77,890 +1,537%
AIM
15
Aspen Investment Management
Michigan
$3.29M 79,796 +3,171 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$2.37M 57,396 +52,946 +1,190%
AIG
17
American International Group
New York
$2.34M 56,790 +1,612 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.19M 53,146 +23,339 +78%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.18M 52,729 -10,127 -16%
OC
20
Oppenheimer & Co
New York
$1.98M 48,095 +2,372 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.72M 41,787 -14,632 -26%
B
22
Baird
Wisconsin
$1.56M 37,717 +8,545 +29%
Goldman Sachs
23
Goldman Sachs
New York
$1.32M 31,982 -62 -0.2%
BIT
24
BlackRock Institutional Trust
California
$1.22M 29,680 +29,680 New
CAN
25
Cetera Advisor Networks
California
$1.21M 29,365 +16,015 +120%