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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $977M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
55
Reduced
86
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$328M 4,629,474 +2,042,192 +79%
UBS Group
2
UBS Group
Switzerland
$73.9M 1,043,201 +48,483 +5%
LPL Financial
3
LPL Financial
California
$64.3M 907,227 -39,434 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.5M 585,233 -144,655 -20%
Osaic Holdings
5
Osaic Holdings
Arizona
$25.9M 365,070 -105,541 -22%
Bank of America
6
Bank of America
North Carolina
$25.1M 354,223 -25,664 -7%
Wells Fargo
7
Wells Fargo
California
$20.4M 288,470 -59,159 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19M 267,528 -26,416 -9%
KWM
9
Kingsview Wealth Management
Oregon
$18M 254,131 +71,583 +39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.8M 251,790 -45,419 -15%
MHB
11
Midwest Heritage Bank
Iowa
$17M 239,574 -19,223 -7%
PAG
12
Private Advisor Group
New Jersey
$16M 225,732 -1,125 -0.5%
RJA
13
Raymond James & Associates
Florida
$14.7M 207,171 -43,443 -17%
IWC
14
Integrated Wealth Concepts
Massachusetts
$13.9M 196,132 -1,159 -0.6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.1M 156,084 +35,437 +29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.9M 153,729 +16,087 +12%
CAN
17
Cetera Advisor Networks
California
$10.6M 149,766 -1,257 -0.8%
AAS
18
Avantax Advisory Services
Texas
$9.75M 137,656 -8,738 -6%
HFP
19
Holistic Financial Partners
Indiana
$8.93M 125,999 -7,123 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$8.59M 121,265 -4,249 -3%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$8.35M 117,877 +2,298 +2%
RIA
22
Regal Investment Advisors
Michigan
$7.86M 110,893 -1,694 -2%
Truist Financial
23
Truist Financial
North Carolina
$7.5M 105,929 -85,536 -45%
AWM
24
AE Wealth Management
Kansas
$7.23M 102,655 +2,105 +2%
SCA
25
Snowden Capital Advisors
New York
$7.18M 101,398 -24,350 -19%