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First Trust Large Cap Value AlphaDEX Fund

121 hedge funds and large institutions have $479M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
49
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M 2,856,420 -44,341 -2%
UBS Group
2
UBS Group
Switzerland
$50.6M 920,608 +26,195 +3%
LPL Financial
3
LPL Financial
California
$33.9M 617,179 +60,057 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.2M 531,161 +35,037 +7%
Wells Fargo
5
Wells Fargo
California
$22.5M 409,187 +54,715 +15%
Bank of America
6
Bank of America
North Carolina
$18.4M 335,032 +20,748 +7%
PAG
7
Private Advisor Group
New Jersey
$15.7M 286,068 -5,359 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.3M 278,309 +31,820 +13%
RJA
9
Raymond James & Associates
Florida
$7.58M 137,975 +2,540 +2%
Truist Financial
10
Truist Financial
North Carolina
$7.14M 129,972 +3,773 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.03M 127,858 +11,192 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.28M 114,276 -97,184 -46%
KIG
13
Kowal Investment Group
Wisconsin
$5.99M 103,834 +103,834 New
AAS
14
Avantax Advisory Services
Texas
$5.23M 95,054 +29,242 +44%
RIA
15
Regal Investment Advisors
Michigan
$4.51M 82,171 +82,171 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.51M 82,120 -7,810 -9%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$4M 72,738 +565 +0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.75M 68,315 +11,625 +21%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.32M 60,487 +37,544 +164%
SCA
20
Snowden Capital Advisors
New York
$3.1M 56,434 +6,396 +13%
Citadel Advisors
21
Citadel Advisors
Florida
$3.08M 56,035 +56,035 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.99M 54,459 +47,651 +700%
SPC
23
Sigma Planning Corp
Michigan
$2.91M 52,917 +3,176 +6%
KPWS
24
Kestra Private Wealth Services
Texas
$2.85M 52,427 +5,472 +12%
IA
25
IFP Advisors
Florida
$2.8M 51,087 +16,145 +46%