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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $659M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
58
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QPW
51
Quantum Private Wealth
Florida
$1.25M
EWM
52
EPG Wealth Management
Georgia
$1.23M +$3.86K +48 +0.3%
CCA
53
Clearwater Capital Advisors
Illinois
$1.21M -$115K -1,434 -9%
KWM
54
Kaydan Wealth Management
Michigan
$1.19M -$115K -1,432 -9%
IWM
55
IHT Wealth Management
Illinois
$1.14M -$43.6K -542 -4%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.12M -$81.6K -1,014 -7%
Goldman Sachs
57
Goldman Sachs
New York
$1.11M +$467K +5,803 +73%
AAS
58
Ameritas Advisory Services
Nebraska
$1.09M -$90.2K -1,115 -8%
IAS
59
Insigneo Advisory Services
Florida
$1.08M -$8.13K -101 -0.7%
AWS
60
Atria Wealth Solutions
New York
$1.05M -$805 -10 -0.1%
OC
61
Oppenheimer & Co
New York
$1.03M +$8.69K +108 +0.8%
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$964K +$11.7K +145 +1%
AA
63
Ancora Advisors
Ohio
$963K
SWP
64
Stratos Wealth Partners
Ohio
$935K -$13.8K -172 -1%
SPIA
65
Steward Partners Investment Advisory
New York
$907K +$44.9K +558 +5%
KIG
66
Kowal Investment Group
Wisconsin
$854K +$483 +6 +0.1%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$837K +$12.5K +155 +2%
HWM
68
HB Wealth Management
Georgia
$825K
CA
69
Cetera Advisors
Colorado
$816K -$34.6K -430 -4%
GIA
70
Gladstone Institutional Advisory
Florida
$808K -$92.7K -1,151 -10%
KPWS
71
Kestra Private Wealth Services
Texas
$765K -$25.6K -318 -3%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$737K +$336K +4,172 +84%
HA
73
HFG Advisors
Ohio
$694K
FAIM
74
Financial Advocates Investment Management
Washington
$679K -$53.7K -667 -7%
NA
75
NewEdge Advisors
Louisiana
$668K -$2.82K -35 -0.4%