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First Trust Large Cap Value AlphaDEX Fund

152 hedge funds and large institutions have $787M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
152
Holders Change
+26
Holders Change %
+20.63%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
63
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$212M 3,038,265 +124,071 +4%
UBS Group
2
UBS Group
Switzerland
$72M 1,030,753 -160,289 -13%
LPL Financial
3
LPL Financial
California
$60M 858,769 -2,808 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.5M 723,309 +46,007 +7%
Wells Fargo
5
Wells Fargo
California
$34.2M 488,863 +42,273 +9%
Bank of America
6
Bank of America
North Carolina
$30.8M 440,928 +23,376 +6%
CAN
7
Cetera Advisor Networks
California
$20.5M 293,536 +43,338 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.8M 269,501 +73,420 +37%
Osaic Holdings
9
Osaic Holdings
Arizona
$18M 257,739 +38,225 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.7M 239,277 -18,011 -7%
PAG
11
Private Advisor Group
New Jersey
$16M 229,348 -18,615 -8%
RJA
12
Raymond James & Associates
Florida
$12.2M 174,695 +3,682 +2%
LWAC
13
Laurel Wealth Advisors (California)
California
$11.3M 161,584 +161,584 New
Truist Financial
14
Truist Financial
North Carolina
$9.29M 132,927 +6,727 +5%
AAS
15
Avantax Advisory Services
Texas
$9.24M 132,286 +20,433 +18%
MHB
16
Midwest Heritage Bank
Iowa
$8.88M 127,017 +127,017 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.73M 110,675 +25,533 +30%
CCA
18
Cottonwood Capital Advisors
Utah
$6.39M 91,370 +91,370 New
RIA
19
Regal Investment Advisors
Michigan
$6.33M 90,600 +2,824 +3%
KWM
20
Kingsview Wealth Management
Oregon
$5.85M 83,741 +6,047 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.75M 82,207 +9,239 +13%
HWM
22
Holloway Wealth Management
Florida
KIG
23
Kowal Investment Group
Wisconsin
$5.18M 74,074 -4,552 -6%
IA
24
IFP Advisors
Florida
$5.12M 73,349 +13,060 +22%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$5M 71,504 +1,421 +2%