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First Trust Large Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $571M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
15
Increased
49
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$1M -$49.4K -649 -5%
AWS
52
Atria Wealth Solutions
New York
$996K -$23.4K -308 -2%
Goldman Sachs
53
Goldman Sachs
New York
$989K -$10.5K -138 -1%
AA
54
Ancora Advisors
Ohio
$986K
SPC
55
Sigma Planning Corp
Michigan
$976K +$83.4K +1,097 +9%
IWM
56
IHT Wealth Management
Illinois
$965K -$41.2K -542 -4%
SWP
57
Stratos Wealth Partners
Ohio
$965K +$25.2K +331 +3%
SIAP
58
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$961K +$1.06K +14 +0.1%
AW
59
ACG Wealth
Georgia
$931K +$29K +381 +3%
CA
60
Cetera Advisors
Colorado
$901K -$83.3K -1,096 -8%
SPIA
61
Steward Partners Investment Advisory
New York
$835K +$380 +5 +0%
CAN
62
Cetera Advisor Networks
California
$818K +$77.2K +1,015 +10%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$808K -$31.6K -415 -4%
KIG
64
Kowal Investment Group
Wisconsin
$806K +$381 +5 +0%
CP
65
Camelot Portfolios
Ohio
$799K -$26.8K -352 -3%
HWM
66
HB Wealth Management
Georgia
$779K
AAS
67
Ameritas Advisory Services
Nebraska
$733K -$8.06K -106 -1%
APA
68
American Portfolios Advisors
New York
$715K -$234K -3,077 -25%
KPWS
69
Kestra Private Wealth Services
Texas
$694K -$7.15K -94 -1%
Creative Planning
70
Creative Planning
Kansas
$689K -$4.64K -61 -0.7%
AAS
71
Avantax Advisory Services
Texas
$688K -$201K -2,646 -23%
NA
72
NewEdge Advisors
Louisiana
$676K +$676K +8,892 New
CC
73
Cypress Capital
Tennessee
$674K
HA
74
HFG Advisors
Ohio
$655K
IWC
75
Integrated Wealth Concepts
Massachusetts
$593K +$63.2K +830 +12%