FTA icon

First Trust Large Cap Value AlphaDEX Fund

140 hedge funds and large institutions have $647M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+19
Holders Change %
+15.7%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
47
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$194M 3,046,085 +189,665 +7%
UBS Group
2
UBS Group
Switzerland
$63.5M 998,105 +77,497 +8%
LPL Financial
3
LPL Financial
California
$45.3M 711,389 +94,210 +15%
TIM
4
Total Investment Management
Arizona
$36.7M 998,283 +998,283 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.7M 545,794 +14,633 +3%
Bank of America
6
Bank of America
North Carolina
$24.4M 383,244 +48,212 +14%
Wells Fargo
7
Wells Fargo
California
$24.1M 378,909 -30,278 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.9M 281,149 +2,840 +1%
PAG
9
Private Advisor Group
New Jersey
$16.2M 254,153 -31,915 -11%
RJA
10
Raymond James & Associates
Florida
$10.4M 163,973 +25,998 +19%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.77M 153,460 +39,184 +34%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.09M 142,593 +14,735 +12%
Truist Financial
13
Truist Financial
North Carolina
$8.53M 133,927 +3,955 +3%
AAS
14
Avantax Advisory Services
Texas
$7.07M 111,034 +15,980 +17%
HI
15
Harbour Investments
Wisconsin
$6.39M 100,397 +100,397 New
KIG
16
Kowal Investment Group
Wisconsin
$6.06M 95,247 -8,587 -8%
AI
17
Atria Investments
North Carolina
$5.21M 81,854 +81,854 New
CAS
18
Cascadia Advisory Services
Oregon
$5.19M 81,517 +81,517 New
JIP
19
Jaffetilchin Investment Partners
Florida
$4.88M 76,696 +76,696 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.85M 76,263 -5,857 -7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.74M 74,477 +6,162 +9%
UR
22
USCA RIA
Texas
$4.31M 67,711 +20,750 +44%
Stifel Financial
23
Stifel Financial
Missouri
$4.17M 65,451 +15,825 +32%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$3.86M 60,671 -12,067 -17%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.84M 60,304 -183 -0.3%