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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
26
Secure Asset Management
Michigan
$3.92M -$120K -1,335 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$3.79M -$103K -1,142 -3%
CAS
28
Coppell Advisory Solutions
Texas
$3.67M +$962K +10,672 +35%
First Trust Advisors
29
First Trust Advisors
Illinois
$3.65M +$3.65M +40,488 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.63M +$752K +8,336 +26%
Citadel Advisors
31
Citadel Advisors
Florida
$2.89M +$577K +6,398 +25%
DADC
32
D.A. Davidson & Co
Montana
$2.74M -$199K -2,211 -7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$2.28M -$4.15K -46 -0.2%
KWS
34
Keystone Wealth Services
California
$2.28M -$288K -3,198 -11%
AWM
35
AE Wealth Management
Kansas
$2.1M -$418K -4,602 -17%
FFN
36
Focus Financial Network
Minnesota
$1.96M +$19.4K +215 +1%
CAN
37
Cetera Advisor Networks
California
$1.61M +$2.62K +29 +0.2%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.58M -$9.81K -109 -0.6%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.44M -$460K -5,100 -24%
FAIM
40
Financial Advocates Investment Management
Washington
$1.43M +$492K +5,461 +53%
EWM
41
EPG Wealth Management
Georgia
$1.39M +$8.63K +94 +0.6%
PNC
42
Park National Corp
Ohio
$1.39M -$58.6K -650 -4%
CCA
43
Clearwater Capital Advisors
Illinois
$1.36M +$32.8K +364 +2%
WIA
44
Wetzel Investment Advisors
Indiana
$1.35M +$1.35M +14,921 New
Stifel Financial
45
Stifel Financial
Missouri
$1.3M +$23K +255 +2%
CF
46
Centaurus Financial
California
$1.25M -$11.2M -124,191 -90%
RFN
47
RDA Financial Network
Iowa
$1.23M -$1.85M -20,556 -60%
Comerica Bank
48
Comerica Bank
Texas
$1.22M +$1.26K +14 +0.1%
OC
49
Oppenheimer & Co
New York
$1.13M +$631 +7 +0.1%
KWM
50
Kaydan Wealth Management
Michigan
$1.13M -$44.8K -497 -4%