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First Trust Large Cap Value AlphaDEX Fund

181 hedge funds and large institutions have $801M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
60
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$168M 2,587,282 -226,849 -8%
UBS Group
2
UBS Group
Switzerland
$64.4M 994,718 +20,154 +2%
LPL Financial
3
LPL Financial
California
$61.3M 946,661 -10,717 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.3M 729,888 -191,543 -21%
Osaic Holdings
5
Osaic Holdings
Arizona
$30.5M 470,611 +35,946 +8%
Bank of America
6
Bank of America
North Carolina
$24.6M 379,887 -27,888 -7%
Wells Fargo
7
Wells Fargo
California
$22.5M 347,629 -43,928 -11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.3M 297,209 -94,729 -24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19M 293,944 +20,042 +7%
MHB
10
Midwest Heritage Bank
Iowa
$16.8M 258,797 +4,484 +2%
RJA
11
Raymond James & Associates
Florida
$16.2M 250,614 -28,436 -10%
PAG
12
Private Advisor Group
New Jersey
$14.7M 226,857 -2,271 -1%
IWC
13
Integrated Wealth Concepts
Massachusetts
$12.8M 197,291 -46,547 -19%
Truist Financial
14
Truist Financial
North Carolina
$12.4M 191,465 -14,898 -7%
KWM
15
Kingsview Wealth Management
Oregon
$11.8M 182,548 +63,608 +53%
CAN
16
Cetera Advisor Networks
California
$9.78M 151,023 +7,523 +5%
AAS
17
Avantax Advisory Services
Texas
$9.48M 146,394 +22 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.92M 137,642 -6,505 -5%
HFP
19
Holistic Financial Partners
Indiana
$8.62M 133,122 +21,293 +19%
SCA
20
Snowden Capital Advisors
New York
$8.15M 125,748 +807 +0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$8.13M 125,514 -9,843 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.82M 120,647 -8,013 -6%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$7.49M 115,579 -12,764 -10%
RIA
24
Regal Investment Advisors
Michigan
$7.29M 112,587 +7,930 +8%
AWM
25
AE Wealth Management
Kansas
$6.51M 100,550 -1,315 -1%