FTA icon

First Trust Large Cap Value AlphaDEX Fund

114 hedge funds and large institutions have $748M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
2.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
7
Increased
37
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$200M 3,871,918 -7,053 -0.2%
UBS Group
2
UBS Group
Switzerland
$69.8M 1,354,113 -277,134 -17%
TIM
3
Total Investment Management
Arizona
$51.3M 995,012 -1,699 -0.2%
Wells Fargo
4
Wells Fargo
California
$40.8M 791,797 -36,282 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$39.7M 770,267 +10,070 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39.5M 765,193 +76,464 +11%
LPL Financial
7
LPL Financial
California
$38.2M 740,217 +11,632 +2%
Bank of America
8
Bank of America
North Carolina
$29.9M 579,022 +86,442 +18%
PI
9
PFS Investments
Georgia
$26.8M 520,424 +48,595 +10%
PAG
10
Private Advisor Group
New Jersey
$18.1M 351,421 -61,448 -15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M 316,199 -49,773 -14%
AG
12
Advisor Group
Arizona
$13.4M 260,601 +8,748 +3%
GIA
13
Gladstone Institutional Advisory
Florida
$9.69M 187,978 +31,579 +20%
RWMH
14
Riverpoint Wealth Management Holdings
Illinois
$9.17M 177,782 +1,813 +1%
RJA
15
Raymond James & Associates
Florida
$9.05M 175,561 -21,933 -11%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.14M 157,757 +1,652 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.01M 135,975 +10,317 +8%
PCM
18
Peak Capital Management
Colorado
$6.62M 128,462 +3,215 +3%
HI
19
Horizon Investments
North Carolina
$5.67M 109,924 +4,407 +4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.56M 107,728 -18,159 -14%
SB
21
Suntrust Banks
Georgia
$4.87M 98,697 +98,697 New
FAAS
22
First Allied Advisory Services
California
$4.71M 91,213 -28,364 -24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.53M 87,752 -6,876 -7%
DADC
24
D.A. Davidson & Co
Montana
$4.41M 85,553 -12,255 -13%
FFS
25
Founders Financial Securities
Maryland
$4.33M 83,870 +3,979 +5%