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First Trust Large Cap Core AlphaDEX Fund

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
51
EPG Wealth Management
Georgia
$1.22M +$8.76K +108 +0.7%
CCA
52
Clearwater Capital Advisors
Illinois
$1.19M -$30.7K -379 -3%
Stifel Financial
53
Stifel Financial
Missouri
$1.15M -$51K -629 -4%
Comerica Bank
54
Comerica Bank
Texas
$1.09M +$1.09M +13,466 New
MML Investors Services
55
MML Investors Services
Massachusetts
$1.06M -$6.65K -82 -0.6%
KWM
56
Kaydan Wealth Management
Michigan
$1.05M -$33.8K -417 -3%
FTUS
57
Flow Traders U.S.
New York
$1.03M +$438K +5,408 +74%
OC
58
Oppenheimer & Co
New York
$1.01M -$20.7K -255 -2%
LI
59
LVZ Inc
Michigan
$975K +$4.22K +52 +0.4%
SWP
60
Stratos Wealth Partners
Ohio
$940K +$2.27K +28 +0.2%
AA
61
Ancora Advisors
Ohio
$915K
SPIA
62
Steward Partners Investment Advisory
New York
$906K -$16.6K -205 -2%
SPC
63
Sigma Planning Corp
Michigan
$877K -$491K -6,057 -36%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$870K +$67.9K +838 +8%
FAIM
65
Financial Advocates Investment Management
Washington
$842K +$11.7K +144 +1%
HWM
66
HB Wealth Management
Georgia
$831K
KIG
67
Kowal Investment Group
Wisconsin
$828K -$32.8K -404 -4%
AWS
68
Atria Wealth Solutions
New York
$824K -$238K -2,937 -22%
CA
69
Cetera Advisors
Colorado
$808K +$324 +4 +0%
GIA
70
Gladstone Institutional Advisory
Florida
$779K -$9.73K -120 -1%
KPWS
71
Kestra Private Wealth Services
Texas
$757K +$13.8K +170 +2%
BCI
72
Brinker Capital Investments
Pennsylvania
$728K
OPS
73
Orion Portfolio Solutions
Nebraska
$728K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$702K +$568 +7 +0.1%
NA
75
NewEdge Advisors
Louisiana
$673K -$81 -1 -0%