FTA icon

First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

202 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 92 reducing their positions, and 7 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
58
Reduced
92
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$3.02M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.01M
3
TWM
3
TCFG Wealth Management
California
$1.15M
4
Jane Street
4
Jane Street
New York
$1.14M
5
AssetMark Inc
5
AssetMark Inc
California
$10.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$69.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
KWM
3
Kingsview Wealth Management
Oregon
$19.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.44M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 2,060,367 -46,088 -2%
UBS Group
2
UBS Group
Switzerland
$69.5M 878,123 -100,747 -10%
LPL Financial
3
LPL Financial
California
$63.1M 797,106 -6,214 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.1M 545,149 -241 -0%
KWM
5
Kaydan Wealth Management
Michigan
$29.6M 374,116 -5,044 -1%
Bank of America
6
Bank of America
North Carolina
$23.5M 297,429 -32,144 -10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$23.1M 291,449 -8,724 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22M 277,832 -10,518 -4%
KWM
9
Kingsview Wealth Management
Oregon
$19.4M 244,904 -36,271 -13%
Wells Fargo
10
Wells Fargo
California
$18.6M 234,809 -4,086 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.2M 229,386 -24,486 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.4M 219,901 -11,227 -5%
PAG
13
Private Advisor Group
New Jersey
$16.2M 204,653 -9,128 -4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$15.6M 197,380 -629 -0.3%
RJA
15
Raymond James & Associates
Florida
$15M 189,714 -8,933 -4%
MHB
16
Midwest Heritage Bank
Iowa
$14.6M 185,042 -2,596 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.7M 147,653 +172 +0.1%
AssetMark Inc
18
AssetMark Inc
California
$10.6M 133,805 +12,890 +11%
HFP
19
Holistic Financial Partners
Indiana
$10.4M 130,940 +3,640 +3%
AAS
20
Avantax Advisory Services
Texas
$9.76M 123,392 +3,531 +3%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$9.7M 122,566 -1,916 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.44M 119,329 -35,363 -23%
AWM
23
AE Wealth Management
Kansas
$8.63M 109,012 +10,323 +10%
Truist Financial
24
Truist Financial
North Carolina
$7.72M 97,598 -115 -0.1%
CAS
25
Coppell Advisory Solutions
Texas
$7.24M 91,794 -800 -0.9%
1
2 3 4 5