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First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$5.25M -$255K -2,445 -5%
BEI
27
Benjamin Edwards Inc
Missouri
$4.82M -$413K -3,958 -8%
SAM
28
Secure Asset Management
Michigan
$4.46M +$125K +1,201 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$3.89M -$349K -3,348 -8%
Goldman Sachs
30
Goldman Sachs
New York
$3.37M -$1.04M -10,002 -24%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.18M +$2.06M +19,740 +184%
SA
32
Sanctuary Advisors
Indiana
$3.11M -$85.8K -782 -3%
KAS
33
KPP Advisory Services
Kentucky
$3.08M +$88.3K +847 +3%
DADC
34
D.A. Davidson & Co
Montana
$2.87M +$16.1K +154 +0.6%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.43M -$133K -1,275 -5%
KWS
36
Keystone Wealth Services
California
$2.31M -$62.6K -600 -3%
P
37
&Partners
Tennessee
$2.28M +$780K +7,396 +52%
TWM
38
TCFG Wealth Management
California
$2.27M -$104 -1 -0%
LI
39
LVZ Inc
Michigan
$2.22M -$15.6K -150 -0.7%
KAS
40
Kestra Advisory Services
Texas
$1.98M +$63.8K +612 +3%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.95M -$166K -1,590 -8%
BAM
42
Belpointe Asset Management
Nevada
$1.89M
Citadel Advisors
43
Citadel Advisors
Florida
$1.7M +$443K +4,245 +35%
PW
44
Potentia Wealth
California
$1.68M +$1.68M +16,076 New
FFN
45
Focus Financial Network
Minnesota
$1.67M -$2.61K -25 -0.2%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.61M +$1.15M +11,042 +252%
GSWM
47
Golden State Wealth Management
California
$1.57M +$1.57M +15,062 New
ACGA
48
Atlanta Consulting Group Advisors
Georgia
$1.57M
EWM
49
EPG Wealth Management
Georgia
$1.45M -$44.7K -429 -3%
AWA
50
Arkadios Wealth Advisors
Georgia
$1.43M +$749K +7,186 +110%