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First Trust Large Cap Value AlphaDEX Fund

90 hedge funds and large institutions have $613M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
35
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$178M 3,619,225 -258,825 -7%
UBS Group
2
UBS Group
Switzerland
$112M 2,281,068 -429,491 -16%
Wells Fargo
3
Wells Fargo
California
$50.3M 1,021,095 +84,856 +9%
LPL Financial
4
LPL Financial
California
$34.8M 711,499 -22,558 -3%
Bank of America
5
Bank of America
North Carolina
$28.1M 570,597 -7,116 -1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$23.8M 482,129 -97,279 -17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.8M 400,860 +12,341 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.6M 337,272 -13,002 -4%
RJA
9
Raymond James & Associates
Florida
$11.7M 236,374 -960 -0.4%
VFA
10
Voya Financial Advisors
Connecticut
$9.48M 193,117 -1,350 -0.7%
PAG
11
Private Advisor Group
New Jersey
$9.3M 190,918 +3,998 +2%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$9.02M 185,063 +1,080 +0.6%
BS
13
Banco Santander
Spain
$8M 162,382 +43,967 +37%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.86M 159,269 +14,447 +10%
CS
15
Credit Suisse
Switzerland
$6.32M 128,110 +123,228 +2,524%
CA
16
Cetera Advisors
Colorado
$4.99M 101,102 +5,738 +6%
CCA
17
Clearwater Capital Advisors
Illinois
$4.69M 96,258 +1,573 +2%
HFS
18
HL Financial Services
Kentucky
$4.45M 90,232 -7,069 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.35M 88,166 +16,529 +23%
RIA
20
Regal Investment Advisors
Michigan
$4.24M 85,896 +9,343 +12%
Ameriprise
21
Ameriprise
Minnesota
$4.1M 82,984 +5,581 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$4.05M 82,180 +82,180 New
WI
23
Wintrust Investments
Illinois
$3.83M 77,630 +16,318 +27%
FAAS
24
First Allied Advisory Services
California
$2.99M 60,621 -18,897 -24%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.77M 56,105 +56,105 New