FEX icon

First Trust Large Cap Core AlphaDEX Fund

129 hedge funds and large institutions have $453M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
61
Closed
13
Calls
$494K
Puts
$3.35M
Net Calls
-$2.85M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$831K -$70.4K -1,114 -8%
1W
52
1776 Wealth
Georgia
$805K -$313K -4,953 -28%
AA
53
Ancora Advisors
Ohio
$800K -$93.9K -1,485 -11%
SPIA
54
Steward Partners Investment Advisory
New York
$794K +$28.5K +451 +4%
HB
55
Homrich & Berg
Georgia
$779K
GSWM
56
Golden State Wealth Management
California
$629K +$629K +9,943 New
CS
57
Credit Suisse
Switzerland
$599K -$3.32M -52,554 -85%
KPWS
58
Kestra Private Wealth Services
Texas
$592K +$592K +9,365 New
WP
59
WealthPLAN Partners
Nebraska
$591K -$58.7K -865 -9%
EAM
60
Eukles Asset Management
Ohio
$573K -$82.2K -1,301 -13%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$573K +$101K +1,600 +21%
APW
62
Aurora Private Wealth
New Jersey
$565K
SPC
63
Sigma Planning Corp
Michigan
$550K -$904K -14,293 -62%
AGA
64
Arkos Global Advisors
Texas
$550K -$3.48K -55 -0.6%
VFA
65
Voya Financial Advisors
Connecticut
$521K -$129K -2,046 -20%
CS
66
Comerica Securities
Michigan
$519K
Goldman Sachs
67
Goldman Sachs
New York
$506K +$88.5K +1,400 +21%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$504K
CA
69
Cetera Advisors
Colorado
$497K +$2.65K +42 +0.5%
ASN
70
Advisory Services Network
Georgia
$492K +$164K +2,590 +50%
SS
71
Simplicity Solutions
Minnesota
$488K -$82.1K -1,300 -14%
RFN
72
RDA Financial Network
Iowa
$477K -$9.48K -150 -2%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$461K
FAIM
74
Financial Advocates Investment Management
Washington
$457K -$105K -1,660 -19%
CFGS
75
Concourse Financial Group Securities
Alabama
$448K -$7.65K -121 -2%