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First Trust Large Cap Value AlphaDEX Fund

197 hedge funds and large institutions have $814M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 90 reducing their positions, and 18 closing their positions.

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
56
Reduced
90
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$155M 2,106,455 -4,876 -0.2%
UBS Group
2
UBS Group
Switzerland
$72M 978,870 -5,071 -0.5%
LPL Financial
3
LPL Financial
California
$59.1M 803,320 -63,129 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.1M 545,390 -5,635 -1%
KWM
5
Kaydan Wealth Management
Michigan
$27.9M 379,160 +91,805 +32%
Bank of America
6
Bank of America
North Carolina
$24.3M 329,573 -6,874 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$22.1M 300,173 +2,194 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.2M 288,350 -21,873 -7%
KWM
9
Kingsview Wealth Management
Oregon
$20.7M 281,175 +1,604 +0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$18.7M 253,872 -46,290 -15%
Wells Fargo
11
Wells Fargo
California
$17.6M 238,895 -20,562 -8%
Osaic Holdings
12
Osaic Holdings
Arizona
$17M 231,128 -28,132 -11%
PAG
13
Private Advisor Group
New Jersey
$15.7M 213,781 -23,627 -10%
RJA
14
Raymond James & Associates
Florida
$14.6M 198,647 -6,450 -3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$14.6M 198,009 +139 +0.1%
MHB
16
Midwest Heritage Bank
Iowa
$13.8M 187,638 -13,785 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$11.4M 154,692 -42,580 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10.9M 147,481 -15,032 -9%
HFP
19
Holistic Financial Partners
Indiana
$9.37M 127,300 -4,863 -4%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$9.16M 124,482 +2,294 +2%
AssetMark Inc
21
AssetMark Inc
California
$8.9M 120,915 +24,968 +26%
AAS
22
Avantax Advisory Services
Texas
$8.82M 119,861 -27,508 -19%
AWM
23
AE Wealth Management
Kansas
$7.26M 98,689 +4,665 +5%
Truist Financial
24
Truist Financial
North Carolina
$7.19M 97,713 +850 +0.9%
CAS
25
Coppell Advisory Solutions
Texas
$6.81M 92,594 +92,594 New