FTA icon

First Trust Large Cap Value AlphaDEX Fund

110 hedge funds and large institutions have $818M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
59
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$216M 3,992,317 +254,656 +7%
UBS Group
2
UBS Group
Switzerland
$88.2M 1,629,481 -80,030 -5%
Wells Fargo
3
Wells Fargo
California
$75.8M 1,399,860 +126,080 +10%
TIM
4
Total Investment Management
Arizona
$46.5M 858,801 +858,801 New
LPL Financial
5
LPL Financial
California
$42.7M 788,988 +34,033 +5%
Bank of America
6
Bank of America
North Carolina
$38.5M 711,230 -20,432 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$37.5M 692,515 +165,635 +31%
CWM
8
Cornerstone Wealth Management
Missouri
$28.2M 1,448,277 -297,875 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.4M 358,391 +16,789 +5%
PAG
10
Private Advisor Group
New Jersey
$17.7M 327,051 +127,359 +64%
PI
11
PFS Investments
Georgia
$12.7M 235,075 +42,087 +22%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11.5M 213,080 +3,595 +2%
RJA
13
Raymond James & Associates
Florida
$10.8M 200,120 +20,304 +11%
Ameriprise
14
Ameriprise
Minnesota
$10.8M 200 +200 New
RWMH
15
Riverpoint Wealth Management Holdings
Illinois
$9.47M 174,978 +2,622 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.34M 172,476 +70,952 +70%
BS
17
Banco Santander
Spain
$9.33M 172,263 -7,866 -4%
FAAS
18
First Allied Advisory Services
California
$8.97M 165,439 +2,631 +2%
AG
19
Advisor Group
Arizona
$6.69M 123,420 +65,065 +111%
CCA
20
Clearwater Capital Advisors
Illinois
$5.82M 107,478 -632 -0.6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.77M 106,518 +8,234 +8%
DADC
22
D.A. Davidson & Co
Montana
$4.99M 92,121 +3,670 +4%
HFS
23
HL Financial Services
Kentucky
$4.87M 90,008 +2,132 +2%
SB
24
Suntrust Banks
Georgia
$4.79M 94,233 +18,267 +24%
WI
25
Wintrust Investments
Illinois
$4.25M 78,508 +14,491 +23%