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First Trust Large Cap Value AlphaDEX Fund

126 hedge funds and large institutions have $665M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
56
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$188M 2,914,194 -562,135 -16%
UBS Group
2
UBS Group
Switzerland
$76.7M 1,191,042 +170,506 +17%
LPL Financial
3
LPL Financial
California
$55.5M 861,577 -5,710 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.6M 677,302 +123,181 +22%
Wells Fargo
5
Wells Fargo
California
$28.8M 446,590 -1,481 -0.3%
Bank of America
6
Bank of America
North Carolina
$26.9M 417,552 +6,621 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.6M 257,288 -14,289 -5%
CAN
8
Cetera Advisor Networks
California
$16.1M 250,198 +27,675 +12%
PAG
9
Private Advisor Group
New Jersey
$16M 247,963 +237 +0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.2M 219,514 +2,583 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.6M 196,081 +33,753 +21%
RJA
12
Raymond James & Associates
Florida
$11M 171,013 +192 +0.1%
Truist Financial
13
Truist Financial
North Carolina
$8.13M 126,200 -1,277 -1%
AAS
14
Avantax Advisory Services
Texas
$7.21M 111,853 +2,323 +2%
HI
15
Harbour Investments
Wisconsin
$6.56M 101,837 -627 -0.6%
RIA
16
Regal Investment Advisors
Michigan
$5.66M 87,776 +4,172 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.48M 85,142 +2,863 +3%
KIG
18
Kowal Investment Group
Wisconsin
$5.07M 78,626 -3,337 -4%
KWM
19
Kingsview Wealth Management
Oregon
$5.01M 77,694 -3,061 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.7M 72,968 -700 -1%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$4.52M 70,083 +5,095 +8%
SPC
22
Sigma Planning Corp
Michigan
$4.3M 66,719 +4,065 +6%
Stifel Financial
23
Stifel Financial
Missouri
$4.27M 66,329 -19,850 -23%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$4.22M 65,506 +65,506 New
DADC
25
D.A. Davidson & Co
Montana
$4.04M 62,640 +9,695 +18%