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First Trust Large Cap Value AlphaDEX Fund

112 hedge funds and large institutions have $376M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 29 closing their positions.

Holders
112
Holders Change
-26
Holders Change %
-18.84%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
8
Increased
33
Reduced
57
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 3,131,769 -767,184 -20%
TIM
2
Total Investment Management
Arizona
$36.7M 998,283 -8,096 -0.8%
UBS Group
3
UBS Group
Switzerland
$33.8M 919,568 -414,062 -31%
LPL Financial
4
LPL Financial
California
$25.6M 694,390 -27,106 -4%
Wells Fargo
5
Wells Fargo
California
$17.4M 472,942 -295,980 -38%
Bank of America
6
Bank of America
North Carolina
$16.1M 436,170 -192,444 -31%
PAG
7
Private Advisor Group
New Jersey
$12M 326,307 -64,851 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.35M 254,092 -69,180 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.86M 240,708 -429,642 -64%
RJA
10
Raymond James & Associates
Florida
$6.61M 179,650 -40,377 -18%
PCM
11
Peak Capital Management
Colorado
$6.37M 173,216 +26,185 +18%
GIA
12
Gladstone Institutional Advisory
Florida
$6.06M 164,731 +47,354 +40%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.44M 131,700 +131,700 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.43M 119,918 +90,439 +307%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.02M 109,301 -70,820 -39%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.85M 104,678 -19,977 -16%
DADC
17
D.A. Davidson & Co
Montana
$3.47M 94,331 +2,411 +3%
Truist Financial
18
Truist Financial
North Carolina
$3.11M 84,632 -42,978 -34%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.87M 77,845 -27,996 -26%
Citadel Advisors
20
Citadel Advisors
Florida
$2.38M 64,443 +28,349 +79%
TRCT
21
Tower Research Capital (TRC)
New York
$2.3M 62,509 +54,668 +697%
WI
22
Wintrust Investments
Illinois
$2.3M 62,441 -4,280 -6%
AAS
23
Avantax Advisory Services
Texas
$2.19M 59,484 +16,562 +39%
SCA
24
Snowden Capital Advisors
New York
$2.11M 57,466 -3,393 -6%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.98M 53,721 -20,130 -27%