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First Trust Large Cap Value AlphaDEX Fund

95 hedge funds and large institutions have $654M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
33
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$193M +$2.01M +39,251 +1%
UBS Group
2
UBS Group
Switzerland
$124M +$9.44M +184,716 +8%
Wells Fargo
3
Wells Fargo
California
$59.3M +$3.14M +61,475 +6%
LPL Financial
4
LPL Financial
California
$36.4M -$283K -5,536 -0.8%
Bank of America
5
Bank of America
North Carolina
$34.4M -$1.63M -31,953 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.4M +$807K +15,784 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.4M +$120K +2,354 +0.7%
RJA
8
Raymond James & Associates
Florida
$12.6M -$503K -9,842 -4%
PAG
9
Private Advisor Group
New Jersey
$9.96M +$93K +1,812 +0.9%
BS
10
Banco Santander
Spain
$9.57M -$350K -6,850 -4%
VFA
11
Voya Financial Advisors
Connecticut
$9.54M -$160K -3,127 -2%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$9.46M -$14.4K -281 -0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.84M -$16.5M -322,620 -68%
HA
14
Hays Advisory
Tennessee
$6.87M -$4.22M -82,606 -38%
FAAS
15
First Allied Advisory Services
California
$5.97M +$1.25M +24,437 +26%
CS
16
Credit Suisse
Switzerland
$5.72M +$5.72M +111,963 New
CCA
17
Clearwater Capital Advisors
Illinois
$5.19M +$129K +2,506 +3%
CA
18
Cetera Advisors
Colorado
$4.95M -$92.2K -1,805 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.66M -$171K -3,340 -4%
HFS
20
HL Financial Services
Kentucky
$4.56M -$104K -2,031 -2%
RIA
21
Regal Investment Advisors
Michigan
$4.02M -$381K -7,459 -9%
WI
22
Wintrust Investments
Illinois
$3.55M -$616K -12,043 -15%
IH
23
IFC Holdings
Florida
$3.54M -$134K -2,626 -4%
SB
24
Suntrust Banks
Georgia
$3.36M +$717K +14,100 +27%
AG
25
Advisor Group
Arizona
$2.7M -$414K -8,109 -13%