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First Trust Large Cap Core AlphaDEX Fund

160 hedge funds and large institutions have $579M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
42
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M -$4.27K -50 -0.4%
APA
52
American Portfolios Advisors
New York
$1.05M -$41.2K -483 -4%
BFG
53
Barber Financial Group
Kansas
$968K -$33.1K -388 -3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$950K -$26.4K -309 -3%
SPIA
55
Steward Partners Investment Advisory
New York
$935K
KIG
56
Kowal Investment Group
Wisconsin
$902K +$341 +4 +0%
SWP
57
Stratos Wealth Partners
Ohio
$879K -$155K -1,812 -15%
CA
58
Cetera Advisors
Colorado
$879K +$204K +2,394 +30%
HB
59
Homrich & Berg
Georgia
$874K
KPWS
60
Kestra Private Wealth Services
Texas
$841K +$31.1K +365 +4%
CAN
61
Cetera Advisor Networks
California
$825K -$13.4K -157 -2%
KAS
62
Kestra Advisory Services
Texas
$811K -$2.47K -29 -0.3%
WP
63
WealthPLAN Partners
Nebraska
$804K +$52.3K +575 +7%
1W
64
1776 Wealth
Georgia
$799K -$279K -3,300 -26%
GSWM
65
Golden State Wealth Management
California
$789K
CC
66
Cypress Capital
Tennessee
$756K +$756K +8,863 New
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$749K -$1.11K -13 -0.1%
ASN
68
Advisory Services Network
Georgia
$733K -$7.93K -93 -1%
EAM
69
Eukles Asset Management
Ohio
$711K -$6.82K -80 -1%
AGA
70
Arkos Global Advisors
Texas
$690K -$36.7K -430 -5%
SWM
71
Spire Wealth Management
Virginia
$665K +$211K +2,473 +46%
CBFP
72
Cedar Brook Financial Partners
Ohio
$655K +$767 +9 +0.1%
FWM
73
ForthRight Wealth Management
Georgia
$651K
Creative Planning
74
Creative Planning
Kansas
$639K +$206K +2,416 +48%
IWC
75
Integrated Wealth Concepts
Massachusetts
$625K +$427 +5 +0.1%