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First Trust Large Cap Value AlphaDEX Fund

160 hedge funds and large institutions have $758M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
18
Increased
56
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$193M 3,110,857 -105,693 -3%
UBS Group
2
UBS Group
Switzerland
$64.3M 1,035,080 -10,120 -1%
LPL Financial
3
LPL Financial
California
$52.2M 840,355 -123,180 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.4M 699,005 -2,584 -0.4%
Wells Fargo
5
Wells Fargo
California
$34M 547,027 -4,615 -0.8%
Bank of America
6
Bank of America
North Carolina
$29.5M 475,518 -11,371 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.4M 375,391 +112,738 +43%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18M 289,702 -14,647 -5%
CAN
9
Cetera Advisor Networks
California
$16.9M 271,777 +39,202 +17%
RJA
10
Raymond James & Associates
Florida
$14.8M 238,003 -789 -0.3%
PAG
11
Private Advisor Group
New Jersey
$14.6M 235,639 -8,231 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.1M 226,789 +17,593 +8%
LWAC
13
Laurel Wealth Advisors (California)
California
$11.6M 187,125 -354 -0.2%
MHB
14
Midwest Heritage Bank
Iowa
$9.96M 160,355 -5,477 -3%
AAS
15
Avantax Advisory Services
Texas
$8.1M 130,349 -3,862 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.59M 122,125 +4,499 +4%
SPC
17
Sigma Planning Corp
Michigan
$7.28M 117,144 +21,073 +22%
Truist Financial
18
Truist Financial
North Carolina
$7.12M 114,571 -7,440 -6%
SMF
19
Sterling Manor Financial
New York
$6.87M 110,571 -593 -0.5%
RIA
20
Regal Investment Advisors
Michigan
$6.14M 98,902 +6,757 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$6.01M 95,343 -186 -0.2%
KWM
22
Kingsview Wealth Management
Oregon
$5.99M 96,497 +14,979 +18%
IA
23
IFP Advisors
Florida
$5.77M 109,554
CCA
24
Cottonwood Capital Advisors
Utah
$5.71M 91,932 -841 -0.9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.52M 88,938 +19,566 +28%