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First Trust Large Cap Value AlphaDEX Fund

157 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$227M 3,216,550 +178,285 +6%
UBS Group
2
UBS Group
Switzerland
$73.7M 1,045,200 +14,447 +1%
LPL Financial
3
LPL Financial
California
$67.9M 963,535 +104,766 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49.5M 701,589 -21,720 -3%
Wells Fargo
5
Wells Fargo
California
$38.9M 551,642 +62,779 +13%
Bank of America
6
Bank of America
North Carolina
$34.3M 486,889 +45,961 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.5M 304,349 +34,848 +13%
PAG
8
Private Advisor Group
New Jersey
$17.2M 243,870 +14,522 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$17M 262,653 +4,914 +2%
RJA
10
Raymond James & Associates
Florida
$16.8M 238,792 +64,097 +37%
CAN
11
Cetera Advisor Networks
California
$16.4M 232,575 -60,961 -21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.8M 209,196 -30,081 -13%
LWAC
13
Laurel Wealth Advisors (California)
California
$13.2M 187,479 +25,895 +16%
MHB
14
Midwest Heritage Bank
Iowa
$11.7M 165,832 +38,815 +31%
AAS
15
Avantax Advisory Services
Texas
$9.46M 134,211 +1,925 +1%
Truist Financial
16
Truist Financial
North Carolina
$8.6M 122,011 -10,916 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.3M 117,626 +6,951 +6%
SMF
18
Sterling Manor Financial
New York
$7.84M 111,164 +111,164 New
SPC
19
Sigma Planning Corp
Michigan
$6.78M 96,071 +43,519 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.74M 95,529 +13,322 +16%
CCA
21
Cottonwood Capital Advisors
Utah
$6.54M 92,773 +1,403 +2%
RIA
22
Regal Investment Advisors
Michigan
$6.5M 92,145 +1,545 +2%
IA
23
IFP Advisors
Florida
$5.77M 109,554 +36,205 +49%
KWM
24
Kingsview Wealth Management
Oregon
$5.75M 81,518 -2,223 -3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$5.38M 76,307 +15,862 +26%