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First Trust Large Cap Value AlphaDEX Fund

113 hedge funds and large institutions have $695M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
46
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$196M 3,737,661 -78,106 -2%
UBS Group
2
UBS Group
Switzerland
$89.4M 1,709,511 +16,090 +1%
Wells Fargo
3
Wells Fargo
California
$66.6M 1,273,780 -43,046 -3%
LPL Financial
4
LPL Financial
California
$39.5M 754,955 +5,724 +0.8%
Bank of America
5
Bank of America
North Carolina
$38.3M 731,662 +23,689 +3%
CWM
6
Cornerstone Wealth Management
Missouri
$33.4M 1,746,152 +1,712,677 +5,116%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$27.6M 526,880 +48,020 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.9M 341,602 +8,759 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11M 209,485 +11,329 +6%
PAG
10
Private Advisor Group
New Jersey
$10.4M 199,692 -15,183 -7%
PI
11
PFS Investments
Georgia
$10.3M 192,988 +86,492 +81%
BS
12
Banco Santander
Spain
$9.43M 180,129 -9,955 -5%
RJA
13
Raymond James & Associates
Florida
$9.41M 179,816 -89,928 -33%
RWMH
14
Riverpoint Wealth Management Holdings
Illinois
$9.02M 172,356 -1,046 -0.6%
FAAS
15
First Allied Advisory Services
California
$8.52M 162,808 +17,634 +12%
CCA
16
Clearwater Capital Advisors
Illinois
$5.66M 108,110 +2,334 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.31M 101,524 +42,588 +72%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.14M 98,284 -587 -0.6%
PGA
19
Premia Global Advisors
Florida
$5.1M 82,518 +82,518 New
DADC
20
D.A. Davidson & Co
Montana
$4.63M 88,451 +3,054 +4%
HFS
21
HL Financial Services
Kentucky
$4.6M 87,876 -1,710 -2%
HA
22
Hays Advisory
Tennessee
$4.33M 82,819 -1,942 -2%
MAP
23
Milestone Advisory Partners
North Carolina
$4.31M 82,298 -7,949 -9%
SB
24
Suntrust Banks
Georgia
$3.86M 75,966 -14,972 -16%
CA
25
Cetera Advisors
Colorado
$3.48M 66,608 -27,852 -29%