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First Trust Large Cap Core AlphaDEX Fund

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$1.22M +$44.8K +485 +4%
SIAP
52
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.21M +$40.2K +435 +3%
AA
53
Ancora Advisors
Ohio
$1.2M -$12K -130 -1%
APA
54
American Portfolios Advisors
New York
$1.15M +$13.5K +146 +1%
SWP
55
Stratos Wealth Partners
Ohio
$1.12M +$170K +1,839 +18%
KAS
56
Kestra Advisory Services
Texas
$1.07M +$195K +2,114 +22%
CP
57
Camelot Portfolios
Ohio
$1.04M -$879K -9,520 -46%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.01M -$15.6K -169 -2%
SPIA
59
Steward Partners Investment Advisory
New York
$1.01M
CAN
60
Cetera Advisor Networks
California
$1M +$111K +1,198 +12%
KIG
61
Kowal Investment Group
Wisconsin
$977K +$462 +5 +0%
BFG
62
Barber Financial Group
Kansas
$950K -$98.3K -1,064 -9%
HWM
63
HB Wealth Management
Georgia
$946K +$946K +10,246 New
FSA
64
Financial Services Advisory
Maryland
$908K +$908K +9,830 New
1W
65
1776 Wealth
Georgia
$873K
KPWS
66
Kestra Private Wealth Services
Texas
$872K -$38.7K -419 -4%
GSWM
67
Golden State Wealth Management
California
$854K
Creative Planning
68
Creative Planning
Kansas
$841K +$150K +1,627 +22%
CC
69
Cypress Capital
Tennessee
$818K
HA
70
HFG Advisors
Ohio
$796K +$796K +8,617 New
CA
71
Cetera Advisors
Colorado
$764K -$188K -2,037 -20%
SF
72
Summit Financial
New Jersey
$753K +$87.5K +948 +13%
AGA
73
Arkos Global Advisors
Texas
$741K -$5.63K -61 -0.8%
Goldman Sachs
74
Goldman Sachs
New York
$731K +$475K +5,140 +185%
FWM
75
ForthRight Wealth Management
Georgia
$704K