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First Trust Large Cap Value AlphaDEX Fund

117 hedge funds and large institutions have $687M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M 3,972,297 -20,020 -0.5%
UBS Group
2
UBS Group
Switzerland
$75.5M 1,633,778 +4,297 +0.3%
Wells Fargo
3
Wells Fargo
California
$49.5M 1,071,380 -328,480 -23%
TIM
4
Total Investment Management
Arizona
$43.6M 853,804 -4,997 -0.6%
LPL Financial
5
LPL Financial
California
$37.4M 809,057 +20,069 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.1M 630,292 -62,223 -9%
Bank of America
7
Bank of America
North Carolina
$26.2M 567,390 -143,840 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.1M 478,796 +306,320 +178%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.6M 358,661 +270 +0.1%
PI
10
PFS Investments
Georgia
$16M 334,004 +98,929 +42%
PAG
11
Private Advisor Group
New Jersey
$15.9M 344,999 +17,948 +5%
RJA
12
Raymond James & Associates
Florida
$10.3M 222,076 +21,956 +11%
RWMH
13
Riverpoint Wealth Management Holdings
Illinois
$8.22M 177,667 +2,689 +2%
CS
14
Credit Suisse
Switzerland
$8.18M 176,877 +126,727 +253%
FAAS
15
First Allied Advisory Services
California
$7.95M 172,071 +6,632 +4%
AG
16
Advisor Group
Arizona
$7.56M 163,475 +40,055 +32%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$6.4M 138,394 +133,758 +2,885%
GIA
18
Gladstone Institutional Advisory
Florida
$5.59M 120,846 +120,846 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.34M 115,587 +49,598 +75%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.24M 113,300 -99,780 -47%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.09M 110,186 +3,668 +3%
CCA
22
Clearwater Capital Advisors
Illinois
$4.68M 101,179 -6,299 -6%
SB
23
Suntrust Banks
Georgia
$4.57M 89,834 -4,399 -5%
HFS
24
HL Financial Services
Kentucky
$4.43M 95,734 +5,726 +6%
DADC
25
D.A. Davidson & Co
Montana
$4.33M 93,686 +1,565 +2%