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First Trust Large Cap Value AlphaDEX Fund

113 hedge funds and large institutions have $366M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+1
Holders Change %
+0.89%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
19
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M 2,971,888 -159,881 -5%
UBS Group
2
UBS Group
Switzerland
$38.3M 841,638 -77,930 -8%
LPL Financial
3
LPL Financial
California
$25.6M 562,099 -132,291 -19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.7M 323,210 +82,502 +34%
Bank of America
5
Bank of America
North Carolina
$14.7M 322,194 -113,976 -26%
Wells Fargo
6
Wells Fargo
California
$14.1M 309,130 -163,812 -35%
PAG
7
Private Advisor Group
New Jersey
$12.9M 284,698 -41,609 -13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12M 263,061 +8,969 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.44M 207,522 +207,522 New
GIA
10
Gladstone Institutional Advisory
Florida
$8.16M 179,508 +14,777 +9%
RJA
11
Raymond James & Associates
Florida
$6.36M 139,923 -39,727 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.45M 109,568 -22,132 -17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.27M 93,835 -10,843 -10%
RIA
14
Regal Investment Advisors
Michigan
$3.79M 83,339 +83,339 New
Truist Financial
15
Truist Financial
North Carolina
$3.72M 81,732 -2,900 -3%
EAM
16
Eukles Asset Management
Ohio
$2.41M 53,061 +1,108 +2%
DADC
17
D.A. Davidson & Co
Montana
$2.3M 50,537 -43,794 -46%
SCA
18
Snowden Capital Advisors
New York
$2.28M 50,121 -7,345 -13%
WI
19
Wintrust Investments
Illinois
$2.17M 47,696 -14,745 -24%
FAAS
20
First Allied Advisory Services
California
$2.16M 47,490 -3,034 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.15M 47,273 -3,930 -8%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$2.15M 47,229 -6,492 -12%
AAS
23
Avantax Advisory Services
Texas
$2.11M 46,414 -13,070 -22%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.61M 35,302 +10,012 +40%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.54M 33,960 -43,885 -56%