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First Trust Large Cap Value AlphaDEX Fund

132 hedge funds and large institutions have $695M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 19 closing their positions.

Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
62
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$228M 3,476,329 +430,244 +14%
UBS Group
2
UBS Group
Switzerland
$67M 1,020,536 +22,431 +2%
LPL Financial
3
LPL Financial
California
$56.9M 867,287 +155,898 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.4M 554,121 +8,327 +2%
Wells Fargo
5
Wells Fargo
California
$29.4M 448,071 +69,162 +18%
Bank of America
6
Bank of America
North Carolina
$27M 410,931 +27,687 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.8M 271,577 -9,572 -3%
PAG
8
Private Advisor Group
New Jersey
$16.3M 247,726 -6,427 -3%
CAN
9
Cetera Advisor Networks
California
$14.6M 222,523 +192,769 +648%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.3M 216,931 +74,338 +52%
RJA
11
Raymond James & Associates
Florida
$11.2M 170,821 +6,848 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M 162,328 +8,868 +6%
Truist Financial
13
Truist Financial
North Carolina
$8.37M 127,477 -6,450 -5%
AAS
14
Avantax Advisory Services
Texas
$7.2M 109,530 -1,504 -1%
HI
15
Harbour Investments
Wisconsin
$6.73M 102,464 +2,067 +2%
Stifel Financial
16
Stifel Financial
Missouri
$5.66M 86,179 +20,728 +32%
RIA
17
Regal Investment Advisors
Michigan
$5.49M 83,604 +83,604 New
JIP
18
Jaffetilchin Investment Partners
Florida
$5.45M 83,058 +6,362 +8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.4M 82,279 +6,016 +8%
KIG
20
Kowal Investment Group
Wisconsin
$5.38M 81,963 -13,284 -14%
KWM
21
Kingsview Wealth Management
Oregon
$5.34M 80,755 +27,754 +52%
UR
22
USCA RIA
Texas
$5.27M 80,262 +12,551 +19%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.84M 73,668 -809 -1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$4.27M 64,988 +4,317 +7%
SPC
25
Sigma Planning Corp
Michigan
$4.11M 62,654 +7,476 +14%