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First Trust Large Cap Value AlphaDEX Fund

113 hedge funds and large institutions have $382M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
47
Reduced
34
Closed
12
Calls
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
-$1.21M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M 2,900,761 -71,127 -2%
UBS Group
2
UBS Group
Switzerland
$41.7M 894,413 +52,775 +6%
LPL Financial
3
LPL Financial
California
$26M 557,122 -4,977 -0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M 496,124 +172,914 +53%
Wells Fargo
5
Wells Fargo
California
$16.5M 354,472 +45,342 +15%
Bank of America
6
Bank of America
North Carolina
$14.7M 314,284 -7,910 -2%
PAG
7
Private Advisor Group
New Jersey
$13.6M 291,427 +6,729 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.5M 246,489 -16,572 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.87M 211,460 +3,938 +2%
RJA
10
Raymond James & Associates
Florida
$6.32M 135,435 -4,488 -3%
Truist Financial
11
Truist Financial
North Carolina
$5.89M 126,199 +44,467 +54%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.88M 116,666 +7,098 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.2M 89,930 -3,905 -4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$3.37M 72,173 +24,944 +53%
AAS
15
Avantax Advisory Services
Texas
$3.08M 65,812 +19,398 +42%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.65M 56,690 +22,730 +67%
EAM
17
Eukles Asset Management
Ohio
$2.6M 55,777 +2,716 +5%
WI
18
Wintrust Investments
Illinois
$2.5M 53,485 +5,789 +12%
SCA
19
Snowden Capital Advisors
New York
$2.34M 50,038 -83 -0.2%
SPC
20
Sigma Planning Corp
Michigan
$2.32M 49,741 +18,159 +57%
KPWS
21
Kestra Private Wealth Services
Texas
$2.16M 46,955 +46,955 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.1M 45,002 -2,271 -5%
DADC
23
D.A. Davidson & Co
Montana
$2.05M 43,815 -6,722 -13%
Stifel Financial
24
Stifel Financial
Missouri
$2.04M 43,676 +12,203 +39%
FAAS
25
First Allied Advisory Services
California
$1.92M 41,194 -6,296 -13%