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First Trust Large Cap Value AlphaDEX Fund

154 hedge funds and large institutions have $689M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
10
Increased
62
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$177M 3,064,231 -46,626 -1%
UBS Group
2
UBS Group
Switzerland
$61.6M 1,067,302 +32,222 +3%
LPL Financial
3
LPL Financial
California
$47.6M 825,344 -15,011 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.8M 724,954 +25,949 +4%
Wells Fargo
5
Wells Fargo
California
$31.4M 544,159 -2,868 -0.5%
Bank of America
6
Bank of America
North Carolina
$26.9M 466,350 -9,168 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.9M 396,939 +21,548 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18M 312,588 +22,886 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.4M 232,901 +6,112 +3%
RJA
10
Raymond James & Associates
Florida
$13.3M 231,306 -6,697 -3%
PAG
11
Private Advisor Group
New Jersey
$13.1M 227,218 -8,421 -4%
LWAC
12
Laurel Wealth Advisors (California)
California
$10.8M 186,696 -429 -0.2%
MHB
13
Midwest Heritage Bank
Iowa
$8.2M 142,166 -18,189 -11%
AAS
14
Avantax Advisory Services
Texas
$7.31M 126,778 -3,571 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.91M 119,819 -2,306 -2%
SPC
16
Sigma Planning Corp
Michigan
$6.8M 117,914 +770 +0.7%
Truist Financial
17
Truist Financial
North Carolina
$6.52M 112,959 -1,612 -1%
CAN
18
Cetera Advisor Networks
California
$6.42M 111,209 -160,568 -59%
KWM
19
Kingsview Wealth Management
Oregon
$6.41M 111,132 +14,635 +15%
SCA
20
Snowden Capital Advisors
New York
$6.3M 109,269 +38,045 +53%
SMF
21
Sterling Manor Financial
New York
$6.18M 107,112 -3,459 -3%
IA
22
IFP Advisors
Florida
$6M 113,752 +4,198 +4%
RIA
23
Regal Investment Advisors
Michigan
$5.74M 99,506 +604 +0.6%
CCA
24
Cottonwood Capital Advisors
Utah
$5.45M 94,393 +2,461 +3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.19M 90,047 -5,296 -6%