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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $621M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
52
Reduced
66
Closed
5
Calls
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.11M -$1.87M -22,227 -63%
AWS
52
Atria Wealth Solutions
New York
$1.1M +$3.45K +41 +0.3%
OC
53
Oppenheimer & Co
New York
$1.07M -$7.56K -90 -0.7%
IWM
54
IHT Wealth Management
Illinois
$1.05M -$138K -1,638 -12%
Goldman Sachs
55
Goldman Sachs
New York
$1.01M -$153K -1,816 -13%
LI
56
LVZ Inc
Michigan
$1.01M -$787K -9,373 -44%
SWP
57
Stratos Wealth Partners
Ohio
$971K -$4.45K -53 -0.5%
SPIA
58
Steward Partners Investment Advisory
New York
$956K +$9.83K +117 +1%
AA
59
Ancora Advisors
Ohio
$948K -$57.5K -684 -6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$905K +$31.3K +372 +4%
KIG
61
Kowal Investment Group
Wisconsin
$892K +$420 +5 +0%
HWM
62
HB Wealth Management
Georgia
$861K
FAIM
63
Financial Advocates Investment Management
Washington
$860K +$152K +1,810 +21%
CA
64
Cetera Advisors
Colorado
$837K -$14.9K -177 -2%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$831K +$61.9K +737 +8%
GIA
66
Gladstone Institutional Advisory
Florida
$817K -$25.8K -307 -3%
KPWS
67
Kestra Private Wealth Services
Texas
$770K -$28.6K -340 -4%
BCI
68
Brinker Capital Investments
Pennsylvania
$754K +$65.8K +783 +10%
OPS
69
Orion Portfolio Solutions
Nebraska
$754K +$65.8K +783 +10%
AWM
70
Apollon Wealth Management
South Carolina
$742K +$742K +8,836 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$727K -$438K -5,217 -38%
HA
72
HFG Advisors
Ohio
$697K -$26.7K -318 -4%
NA
73
NewEdge Advisors
Louisiana
$697K
Creative Planning
74
Creative Planning
Kansas
$691K +$504 +6 +0.1%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$660K