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First Trust Large Cap Value AlphaDEX Fund

215 hedge funds and large institutions have $1.07B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 14 closing their positions.

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
67
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$229M 2,993 +7 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$167M 2,180,495 +120,128 +6%
UBS Group
3
UBS Group
Switzerland
$77.2M 1,010,326 +132,203 +15%
LPL Financial
4
LPL Financial
California
$64.9M 848,889 +51,783 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$34.5M 451,762 +451,762 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.9M 417,035 -128,114 -24%
IWM
7
IHT Wealth Management
Illinois
$23M 301,256 +247,227 +458%
Bank of America
8
Bank of America
North Carolina
$22.7M 296,458 -971 -0.3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$22.2M 289,713 -1,736 -0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$21.3M 278,963 +1,131 +0.4%
KWM
11
Kaydan Wealth Management
Michigan
$21.1M 275,985 -98,131 -26%
KWM
12
Kingsview Wealth Management
Oregon
$17.3M 226,691 -18,213 -7%
Wells Fargo
13
Wells Fargo
California
$16.3M 213,578 -21,231 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.3M 200,572 -19,329 -9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$15.3M 200,289 +2,909 +1%
PAG
16
Private Advisor Group
New Jersey
$15.1M 197,479 -7,174 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$13.6M 177,392 +58,063 +49%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.3M 160,526 +12,873 +9%
HFP
19
Holistic Financial Partners
Indiana
$10.2M 133,799 +2,859 +2%
MHB
20
Midwest Heritage Bank
Iowa
$10.2M 133,126 -51,916 -28%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$9.46M 123,712 +1,146 +0.9%
AAS
22
Avantax Advisory Services
Texas
$9.42M 123,187 -205 -0.2%
Goldman Sachs
23
Goldman Sachs
New York
$8.26M 108,087 +93,367 +634%
AssetMark Inc
24
AssetMark Inc
California
$8.11M 106,063 -27,742 -21%
IAA
25
Independent Advisor Alliance
North Carolina
$7.48M 97,873 +97,873 New