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First Trust Large Cap Value AlphaDEX Fund

78 hedge funds and large institutions have $619M invested in First Trust Large Cap Value AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
31
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$177M 4,609,776 -1,145,575 -20%
UBS Group
2
UBS Group
Switzerland
$96.8M 2,519,442 -605,573 -19%
LPL Financial
3
LPL Financial
California
$84.9M 2,223,405 +1,064,724 +92%
Bank of America
4
Bank of America
North Carolina
$47.7M 1,241,582 -152,659 -11%
Wells Fargo
5
Wells Fargo
California
$29.9M 777,481 -137,317 -15%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$21.7M 563,980 +57,330 +11%
RJA
7
Raymond James & Associates
Florida
$21.4M 556,703 +6,410 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15M 389,422 +3,782 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.5M 352,250 +51,690 +17%
HI
10
Horizon Investments
North Carolina
$11.1M 289,604 +86,712 +43%
Ameriprise
11
Ameriprise
Minnesota
$11M 285,275 +7,914 +3%
CS
12
Credit Suisse
Switzerland
$9.09M 236,522 -5,403 -2%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.29M 215,626 +16,549 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.51M 195,329 +48,356 +33%
VFA
15
Voya Financial Advisors
Connecticut
$5.82M 150,288 +75,494 +101%
CA
16
Cetera Advisors
Colorado
$5.73M 148,922 -16,990 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.01M 104,416 +104,416 New
HFS
18
HL Financial Services
Kentucky
$3.74M 97,290 +7,512 +8%
FA
19
FDx Advisors
Illinois
$3.13M 81,308 +81,308 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.95M 76,753 +939 +1%
AIG
21
American International Group
New York
$2.66M 69,104 -935 -1%
AIM
22
Aspen Investment Management
Michigan
$2.58M 67,222 -1,650 -2%
MFS
23
MSI Financial Services
Massachusetts
$2.41M 62,684 +4,152 +7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.38M 61,782 -55,798 -47%
Citadel Advisors
25
Citadel Advisors
Florida
$2.04M 53,112 +32,501 +158%