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First Trust Large Cap Core AlphaDEX Fund

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$4.86M +$397K +4,896 +9%
CPIG
27
Chicago Partners Investment Group
Illinois
$4.28M +$207K +2,655 +5%
SB
28
Strategic Blueprint
Georgia
$4.23M +$1.11M +13,714 +36%
SAM
29
Secure Asset Management
Michigan
$3.64M -$61.6K -759 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$3.5M -$3.92M -48,384 -53%
RFN
31
RDA Financial Network
Iowa
$2.77M -$63.5K -783 -2%
DADC
32
D.A. Davidson & Co
Montana
$2.64M -$2.34M -28,796 -47%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.59M +$330K +4,070 +15%
AI
34
Atria Investments
North Carolina
$2.54M +$931K +11,476 +58%
CAS
35
Coppell Advisory Solutions
Texas
$2.41M +$2.3M +28,719 +2,107%
KAS
36
KPP Advisory Services
Kentucky
$2.31M +$2.31M +28,541 New
KWS
37
Keystone Wealth Services
California
$2.31M -$8.52K -105 -0.4%
AWM
38
AE Wealth Management
Kansas
$2.25M -$140K -1,724 -6%
Citadel Advisors
39
Citadel Advisors
Florida
$2.08M +$1.62M +20,005 +353%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.06M -$4.7K -58 -0.2%
IWC
41
Integrated Wealth Concepts
Massachusetts
$2.01M +$4.95K +61 +0.2%
FFN
42
Focus Financial Network
Minnesota
$1.75M -$4.46K -55 -0.3%
IWM
43
Iams Wealth Management
Nebraska
$1.72M +$1.72M +21,232 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$1.71M -$2.03K -25 -0.1%
CAN
45
Cetera Advisor Networks
California
$1.45M +$154K +1,904 +12%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.43M +$14.7K +181 +1%
AAS
47
Ameritas Advisory Services
Nebraska
$1.34M +$1.05M +12,972 +368%
IWM
48
IHT Wealth Management
Illinois
$1.31M +$294K +3,620 +29%
PNC
49
Park National Corp
Ohio
$1.3M -$50.7K -625 -4%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.26M -$202K -2,494 -14%