FTA icon

First Trust Large Cap Value AlphaDEX Fund

203 hedge funds and large institutions have $885M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 8 closing their positions.

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
74
Reduced
80
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$161M 2,111,331 -2,518,143 -54%
UBS Group
2
UBS Group
Switzerland
$75.2M 983,941 -59,260 -6%
LPL Financial
3
LPL Financial
California
$66.2M 866,449 -40,778 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.1M 551,025 -34,208 -6%
Bank of America
5
Bank of America
North Carolina
$25.7M 336,447 -17,776 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.7M 310,223 +42,695 +16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$22.9M 300,162 +48,372 +19%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.8M 297,979 +176,714 +146%
KWM
9
Kaydan Wealth Management
Michigan
$21.9M 287,355 +287,355 New
KWM
10
Kingsview Wealth Management
Oregon
$21.4M 279,571 +25,440 +10%
Wells Fargo
11
Wells Fargo
California
$19.8M 259,457 -29,013 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$19.8M 259,260 -105,810 -29%
PAG
13
Private Advisor Group
New Jersey
$18.1M 237,408 +11,676 +5%
RJA
14
Raymond James & Associates
Florida
$15.7M 205,097 -2,074 -1%
MHB
15
Midwest Heritage Bank
Iowa
$15.4M 201,423 -38,151 -16%
IWC
16
Integrated Wealth Concepts
Massachusetts
$15.1M 197,870 +1,738 +0.9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$15.1M 197,272 +41,188 +26%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.4M 162,513 +8,784 +6%
CAN
19
Cetera Advisor Networks
California
$11.6M 151,982 +2,216 +1%
AAS
20
Avantax Advisory Services
Texas
$11.3M 147,369 +9,713 +7%
HFP
21
Holistic Financial Partners
Indiana
$10.1M 132,163 +6,164 +5%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$9.33M 122,188 +4,311 +4%
Truist Financial
23
Truist Financial
North Carolina
$7.4M 96,863 -9,066 -9%
AssetMark Inc
24
AssetMark Inc
California
$7.33M 95,947 +27,564 +40%
AWM
25
AE Wealth Management
Kansas
$7.18M 94,024 -8,631 -8%