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First Trust Large Cap Value AlphaDEX Fund

60 hedge funds and large institutions have $564M invested in First Trust Large Cap Value AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
35
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$258M 5,929,497 +847,348 +17%
Bank of America
2
Bank of America
North Carolina
$66.6M 1,529,200 +155,291 +11%
U
3
UBS
Switzerland
$50M 1,148,207 +330,253 +40%
LPL Financial
4
LPL Financial
California
$39M 896,187 +33,517 +4%
Wells Fargo
5
Wells Fargo
California
$32.8M 754,418 +184,234 +32%
RJA
6
Raymond James & Associates
Florida
$21.5M 494,355 +41,115 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.5M 401,069 +178,010 +80%
CA
8
Cetera Advisors
Colorado
$12.3M 283,303 -22,352 -7%
BTS
9
BB&T Securities
Virginia
$12.3M 28,282 +12,086 +75%
Ameriprise
10
Ameriprise
Minnesota
$6.88M 158,099 +49,400 +45%
SI
11
Stephens Inc
Arkansas
$4.17M 95,793 +8,433 +10%
Citigroup
12
Citigroup
New York
$3.68M 84,486 +1,528 +2%
HFS
13
HL Financial Services
Kentucky
$3.62M 83,109 -1,577 -2%
AIM
14
Aspen Investment Management
Michigan
$3.15M 72,428 -7,368 -9%
OC
15
Oppenheimer & Co
New York
$2.79M 64,138 +16,043 +33%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.66M 60,968 +7,822 +15%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.48M 56,996 +15,209 +36%
Deutsche Bank
18
Deutsche Bank
Germany
$2.37M 54,437 -2,959 -5%
AIG
19
American International Group
New York
$2.05M 47,043 -9,747 -17%
B
20
Baird
Wisconsin
$1.84M 42,183 +4,466 +12%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.68M 38,684 -14,045 -27%
CAN
22
Cetera Advisor Networks
California
$1.65M 38,046 +8,681 +30%
VFS
23
VSR Financial Services
Kansas
$1.28M 29,306 +23,424 +398%
MPI
24
Mairs & Power Inc
Minnesota
$1.21M 27,759 +3,464 +14%
CS
25
Comerica Securities
Michigan
$1.05M 24,054 +1,119 +5%