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First Trust Large Cap Value AlphaDEX Fund

183 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 11 closing their positions.

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
16
Increased
74
Reduced
64
Closed
11
Calls
Puts
$8.71M
Net Calls
-$8.71M
Net Calls Change
-$8.71M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$188M 2,814,131 -170,516 -6%
UBS Group
2
UBS Group
Switzerland
$65M 974,564 -119,631 -11%
LPL Financial
3
LPL Financial
California
$63.8M 957,378 +14,545 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.4M 921,431 +14,014 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$29M 434,665 +3,148 +0.7%
Bank of America
6
Bank of America
North Carolina
$27.2M 407,775 -48,445 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.1M 391,938 +43,067 +12%
Wells Fargo
8
Wells Fargo
California
$26.1M 391,557 -153,260 -28%
RJA
9
Raymond James & Associates
Florida
$18.6M 279,050 +1,787 +0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M 273,902 +17,551 +7%
MHB
11
Midwest Heritage Bank
Iowa
$17M 254,313 +6,581 +3%
IWC
12
Integrated Wealth Concepts
Massachusetts
$16.3M 243,838 -32,114 -12%
PAG
13
Private Advisor Group
New Jersey
$15.3M 229,128 +783 +0.3%
Truist Financial
14
Truist Financial
North Carolina
$13.8M 206,363 -48,335 -19%
AAS
15
Avantax Advisory Services
Texas
$9.76M 146,372 +7,240 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.61M 144,147 +22,516 +19%
CAN
17
Cetera Advisor Networks
California
$9.57M 143,500 -176,891 -55%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.03M 135,357 -862 -0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.58M 128,660 +53,286 +71%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$8.56M 128,343 +62,752 +96%
SCA
21
Snowden Capital Advisors
New York
$8.33M 124,941 +4,808 +4%
KWM
22
Kingsview Wealth Management
Oregon
$7.93M 118,940 +477 +0.4%
CAS
23
Coppell Advisory Solutions
Texas
$7.54M 113,814 +40,699 +56%
HFP
24
Holistic Financial Partners
Indiana
$7.46M 111,829 +6,954 +7%
RIA
25
Regal Investment Advisors
Michigan
$6.98M 104,657 +2,235 +2%