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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

180 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
75
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$18.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.2M
3
Truist Financial
3
Truist Financial
North Carolina
$16.9M
4
HFP
4
Holistic Financial Partners
Indiana
$6.96M
5
MHB
5
Midwest Heritage Bank
Iowa
$16.4M

Top Sellers

1
KWM
1
Kaydan Wealth Management
Michigan
$427K
2
Morgan Stanley
2
Morgan Stanley
New York
$198M
3
SMF
3
Sterling Manor Financial
New York
$817K
4
IA
4
IFP Advisors
Florida
$2.91M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$198M 2,984,647 -234,033 -7%
UBS Group
2
UBS Group
Switzerland
$72.7M 1,094,195 +20,610 +2%
LPL Financial
3
LPL Financial
California
$62.6M 942,833 +74,403 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.2M 907,417 +183,722 +25%
Wells Fargo
5
Wells Fargo
California
$36.2M 544,817 -3,063 -0.6%
Bank of America
6
Bank of America
North Carolina
$30.3M 456,220 +45,342 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$28.7M 431,517 +42,848 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$23.2M 348,871 +2,040 +0.6%
CAN
9
Cetera Advisor Networks
California
$21.3M 320,391 +12,788 +4%
RJA
10
Raymond James & Associates
Florida
$18.4M 277,263 +25,032 +10%
IWC
11
Integrated Wealth Concepts
Massachusetts
$18.3M 275,952 +199,749 +262%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17M 256,351 -5,924 -2%
Truist Financial
13
Truist Financial
North Carolina
$16.9M 254,698 +149,680 +143%
MHB
14
Midwest Heritage Bank
Iowa
$16.4M 247,732 +91,611 +59%
PAG
15
Private Advisor Group
New Jersey
$15.2M 228,345 +1,868 +0.8%
AAS
16
Avantax Advisory Services
Texas
$9.24M 139,132 -1,414 -1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.04M 136,219 -1,807 -1%
SCA
18
Snowden Capital Advisors
New York
$7.98M 120,133 +4,632 +4%
SPC
19
Sigma Planning Corp
Michigan
$7.96M 119,862 -608 -0.5%
KWM
20
Kingsview Wealth Management
Oregon
$7.87M 118,463 +4,952 +4%
HFP
21
Holistic Financial Partners
Indiana
$6.96M 104,875 +104,875 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.83M 102,796 -3,217 -3%
RIA
23
Regal Investment Advisors
Michigan
$6.8M 102,422 +2,066 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$6.4M 96,381 +37,438 +64%
CCA
25
Cottonwood Capital Advisors
Utah
$6.22M 93,739 -381 -0.4%
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