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First Trust Large Cap Value AlphaDEX Fund

112 hedge funds and large institutions have $777M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
9
Increased
57
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$215M 4,172,552 +200,255 +5%
UBS Group
2
UBS Group
Switzerland
$91.1M 1,765,904 +132,126 +8%
TIM
3
Total Investment Management
Arizona
$49.3M 919,881 +66,077 +8%
Wells Fargo
4
Wells Fargo
California
$47M 911,911 -159,469 -15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.5M 726,477 +96,185 +15%
LPL Financial
6
LPL Financial
California
$36M 697,810 -111,247 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$33.1M 640,880 +162,084 +34%
Bank of America
8
Bank of America
North Carolina
$29.5M 572,284 +4,894 +0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.4M 473,729 +115,068 +32%
PI
10
PFS Investments
Georgia
$22.2M 430,392 +96,388 +29%
PAG
11
Private Advisor Group
New Jersey
$19.5M 377,905 +32,906 +10%
AG
12
Advisor Group
Arizona
$11.9M 230,873 +67,398 +41%
RJA
13
Raymond James & Associates
Florida
$10M 194,837 -27,239 -12%
RWMH
14
Riverpoint Wealth Management Holdings
Illinois
$9.36M 181,404 +3,737 +2%
GIA
15
Gladstone Institutional Advisory
Florida
$6.92M 134,083 +13,237 +11%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$6.54M 126,783 +11,196 +10%
FAAS
17
First Allied Advisory Services
California
$6.32M 122,567 -49,504 -29%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.82M 112,773 +2,587 +2%
HI
19
Horizon Investments
North Carolina
$4.98M 96,539 +14,231 +17%
DADC
20
D.A. Davidson & Co
Montana
$4.93M 95,753 +2,067 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$4.9M 94,949 -6,230 -6%
HFS
22
HL Financial Services
Kentucky
$4.81M 93,350 -2,384 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.77M 92,475 -20,825 -18%
Goldman Sachs
24
Goldman Sachs
New York
$4.75M 92,113 +75,888 +468%
WI
25
Wintrust Investments
Illinois
$4.47M 86,633 +8,418 +11%