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First Trust Large Cap Value AlphaDEX Fund

71 hedge funds and large institutions have $542M invested in First Trust Large Cap Value AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
18
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$154M 3,777,744 -832,032 -18%
UBS Group
2
UBS Group
Switzerland
$112M 2,755,991 +236,549 +9%
LPL Financial
3
LPL Financial
California
$70.6M 1,781,078 -442,327 -20%
Wells Fargo
4
Wells Fargo
California
$26.9M 660,820 -116,661 -15%
Bank of America
5
Bank of America
North Carolina
$26.7M 657,898 -583,684 -47%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$21.8M 537,254 -26,726 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.2M 325,252 -64,170 -16%
HI
8
Horizon Investments
North Carolina
$12.5M 308,738 +19,134 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.2M 275,515 -76,735 -22%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.69M 189,120 -6,209 -3%
Ameriprise
11
Ameriprise
Minnesota
$7.62M 187,366 -97,909 -34%
VFA
12
Voya Financial Advisors
Connecticut
$6.41M 157,918 +7,630 +5%
PAG
13
Private Advisor Group
New Jersey
$6.03M 148,453 +138,821 +1,441%
CA
14
Cetera Advisors
Colorado
$5.74M 141,199 -7,723 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.51M 135,540 -80,086 -37%
RJA
16
Raymond James & Associates
Florida
$5.33M 131,223 -425,480 -76%
HFS
17
HL Financial Services
Kentucky
$4.31M 106,150 +8,860 +9%
FA
18
FDx Advisors
Illinois
$3.69M 90,864 +9,556 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3M 73,798 -2,955 -4%
AIM
20
Aspen Investment Management
Michigan
$2.71M 66,792 -430 -0.6%
AIG
21
American International Group
New York
$2.68M 66,058 -3,046 -4%
MFS
22
MSI Financial Services
Massachusetts
$2.57M 63,231 +547 +0.9%
IA
23
IFP Advisors
Florida
$2.56M 49,559 +32,174 +185%
FAAS
24
First Allied Advisory Services
California
$1.93M 47,531 +8,640 +22%
OC
25
Oppenheimer & Co
New York
$1.82M 44,853 -7,428 -14%