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First Trust Large Cap Value AlphaDEX Fund

138 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+24
Holders Change %
+21.05%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
34
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$220M 3,898,953 +27,035 +0.7%
UBS Group
2
UBS Group
Switzerland
$75.4M 1,333,630 -20,483 -2%
TIM
3
Total Investment Management
Arizona
$56.9M 1,006,379 +11,367 +1%
GSWM
4
Golden State Wealth Management
California
$56.9M 1,006,379 +1,006,379 New
Wells Fargo
5
Wells Fargo
California
$43.5M 768,922 -22,875 -3%
LPL Financial
6
LPL Financial
California
$40.8M 721,496 -18,721 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$37.9M 670,350 -94,843 -12%
Bank of America
8
Bank of America
North Carolina
$35.5M 628,614 +49,592 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$35.2M 622,895 -147,372 -19%
PAG
10
Private Advisor Group
New Jersey
$22.1M 391,158 +39,737 +11%
PI
11
PFS Investments
Georgia
$20M 354,735 -165,689 -32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.3M 323,272 +7,073 +2%
RJA
13
Raymond James & Associates
Florida
$12.4M 220,027 +44,466 +25%
AG
14
Advisor Group
Arizona
$11.2M 197,837 -62,764 -24%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$10.2M 180,121 +22,364 +14%
PCM
16
Peak Capital Management
Colorado
$8.26M 147,031 +18,569 +14%
RWMH
17
Riverpoint Wealth Management Holdings
Illinois
$7.39M 130,779 -47,003 -26%
Truist Financial
18
Truist Financial
North Carolina
$7.21M 127,610 +127,610 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.04M 124,655 -11,320 -8%
GIA
20
Gladstone Institutional Advisory
Florida
$6.63M 117,377 -70,601 -38%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.98M 105,841 -1,887 -2%
CS
22
Credit Suisse
Switzerland
$5.43M 96,009 +64,514 +205%
DADC
23
D.A. Davidson & Co
Montana
$5.19M 91,920 +6,367 +7%
RIA
24
Regal Investment Advisors
Michigan
$4.55M 80,596 +3,865 +5%
FAAS
25
First Allied Advisory Services
California
$4.37M 77,249 -13,964 -15%