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First Trust Large Cap Value AlphaDEX Fund

180 hedge funds and large institutions have $854M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+26
Holders Change %
+16.88%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
33
Increased
69
Reduced
58
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 3,218,680 +154,449 +5%
UBS Group
2
UBS Group
Switzerland
$70.7M 1,073,585 +6,283 +0.6%
LPL Financial
3
LPL Financial
California
$57.2M 868,430 +43,086 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.6M 723,695 -1,259 -0.2%
Wells Fargo
5
Wells Fargo
California
$36.1M 547,880 +3,721 +0.7%
Bank of America
6
Bank of America
North Carolina
$27M 410,878 -55,472 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$25.6M 388,669 -8,270 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.8M 346,831 +34,243 +11%
CAN
9
Cetera Advisor Networks
California
$20.2M 307,603 +196,394 +177%
KWM
10
Kaydan Wealth Management
Michigan
$18.7M 284,895 +284,895 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.3M 262,275 +29,374 +13%
RJA
12
Raymond James & Associates
Florida
$16.6M 252,231 +20,925 +9%
LWAC
13
Laurel Wealth Advisors (California)
California
$12.3M 187,444 +748 +0.4%
MHB
14
Midwest Heritage Bank
Iowa
$10.3M 156,121 +13,955 +10%
AAS
15
Avantax Advisory Services
Texas
$9.25M 140,546 +13,768 +11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.08M 138,026 +80,912 +142%
SPC
17
Sigma Planning Corp
Michigan
$7.93M 120,470 +2,556 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.68M 116,643 -3,176 -3%
SCA
19
Snowden Capital Advisors
New York
$7.6M 115,501 +6,232 +6%
KWM
20
Kingsview Wealth Management
Oregon
$7.47M 113,511 +2,379 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.98M 106,013 +31,229 +42%
Truist Financial
22
Truist Financial
North Carolina
$6.91M 105,018 -7,941 -7%
SMF
23
Sterling Manor Financial
New York
$6.68M 101,574 -5,538 -5%
RIA
24
Regal Investment Advisors
Michigan
$6.6M 100,356 +850 +0.9%
CCA
25
Cottonwood Capital Advisors
Utah
$6.19M 94,120 -273 -0.3%