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First Trust Large Cap Core AlphaDEX Fund

199 hedge funds and large institutions have $682M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$1.44M
AWM
52
AE Wealth Management
Kansas
$1.43M -$52.2K -538 -4%
CF
53
Centaurus Financial
California
$1.34M -$1.94K -20 -0.1%
Comerica Bank
54
Comerica Bank
Texas
$1.27M +$388 +4 +0%
AAS
55
Ameritas Advisory Services
Nebraska
$1.25M -$14.5K -149 -1%
OC
56
Oppenheimer & Co
New York
$1.23M -$16.7K -172 -1%
SPIA
57
Steward Partners Investment Advisory
New York
$1.22M
KWM
58
Kaydan Wealth Management
Michigan
$1.19M -$970 -10 -0.1%
SWP
59
Stratos Wealth Partners
Ohio
$1.09M -$11.5K -119 -1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.03M +$11.2K +115 +1%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.02M -$52.9K -545 -5%
AA
62
Ancora Advisors
Ohio
$1M -$5.04K -52 -0.5%
KIG
63
Kowal Investment Group
Wisconsin
$992K +$388 +4 +0%
AI
64
Atria Investments
North Carolina
$988K +$988K +10,186 New
HI
65
Harbour Investments
Wisconsin
$981K -$111K -1,141 -10%
FF
66
Farrell Financial
New York
$972K +$2.52K +26 +0.3%
PNC
67
Park National Corp
Ohio
$946K -$503K -5,186 -35%
AWS
68
Atria Wealth Solutions
New York
$944K -$50.3K -519 -5%
GIA
69
Gladstone Institutional Advisory
Florida
$915K
1W
70
1776 Wealth
Georgia
$895K +$41.7K +300 +5%
KPWS
71
Kestra Private Wealth Services
Texas
$874K -$21K -216 -2%
SF
72
Summit Financial
New Jersey
$837K -$115K -1,186 -12%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$822K -$127K -1,310 -13%
CAM
74
Cozad Asset Management
Illinois
$795K
SPC
75
Sigma Planning Corp
Michigan
$791K -$37.6K -388 -5%