FEX icon

First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.08M -$95.6K -1,060 -8%
LI
52
LVZ Inc
Michigan
$1.07M -$9.74K -108 -0.9%
SWP
53
Stratos Wealth Partners
Ohio
$1.05M +$1.26K +14 +0.1%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.02M +$52.1K +578 +5%
IWC
55
Integrated Wealth Concepts
Massachusetts
$1.01M -$1.22M -13,570 -55%
SPIA
56
Steward Partners Investment Advisory
New York
$993K -$14.4K -160 -1%
AA
57
Ancora Advisors
Ohio
$935K -$82.5K -915 -8%
KIG
58
Kowal Investment Group
Wisconsin
$922K +$541 +6 +0.1%
AWS
59
Atria Wealth Solutions
New York
$916K +$451 +5 +0%
CA
60
Cetera Advisors
Colorado
$894K -$5.05K -56 -0.6%
FTUS
61
Flow Traders U.S.
New York
$888K -$260K -2,884 -23%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$869K +$639K +7,092 +278%
GIA
63
Gladstone Institutional Advisory
Florida
$866K -$271 -3 -0%
TFA
64
Transamerica Financial Advisors
Florida
$864K +$820K +9,089 +1,878%
KPWS
65
Kestra Private Wealth Services
Texas
$853K +$12K +133 +1%
T
66
Tidemark
California
$824K +$824K +9,140 New
FF
67
Farrell Financial
New York
$805K +$805K +9,892 New
IWM
68
Iams Wealth Management
Nebraska
$795K -$1.12M -12,412 -58%
Creative Planning
69
Creative Planning
Kansas
$749K +$6.76K +75 +0.9%
NA
70
NewEdge Advisors
Louisiana
$743K -$7.23K -80 -1%
CAM
71
Cozad Asset Management
Illinois
$739K +$271 +3 +0%
UWM
72
USAdvisors Wealth Management
Minnesota
$728K -$5.31M -58,981 -88%
BAM
73
Belpointe Asset Management
Nevada
$710K +$18.5K +205 +3%
WP
74
WealthPLAN Partners
Nebraska
$696K -$5.05K -56 -0.7%
PFS
75
Prospera Financial Services
Texas
$684K +$260K +2,884 +61%