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First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$1.42M +$1.25K +12 +0.1%
OC
52
Oppenheimer & Co
New York
$1.4M +$626 +6 +0%
Stifel Financial
53
Stifel Financial
Missouri
$1.37M -$27K -259 -2%
WIA
54
Wetzel Investment Advisors
Indiana
$1.37M -$88.7K -850 -6%
Comerica Bank
55
Comerica Bank
Texas
$1.33M +$626 +6 +0%
TFA
56
Transamerica Financial Advisors
Florida
$1.32M -$71.3K -684 -5%
SPIA
57
Steward Partners Investment Advisory
New York
$1.31M
CF
58
Centaurus Financial
California
$1.29M -$77.8K -746 -6%
MQWP
59
Morey & Quinn Wealth Partners
Nebraska
$1.26M +$1.26M +12,120 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.19M +$71.4K +685 +6%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.18M +$146K +1,397 +14%
KWM
62
Kaydan Wealth Management
Michigan
$1.16M -$56.3K -540 -5%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.15M -$475K -4,550 -29%
PCG
64
Prosperity Consulting Group
Maryland
$1.1M +$323K +3,094 +41%
GIA
65
Gladstone Institutional Advisory
Florida
$1.07M -$34.9K -335 -3%
HI
66
Harbour Investments
Wisconsin
$1.07M +$78.6K +754 +8%
SWP
67
Stratos Wealth Partners
Ohio
$1.07M -$111K -1,064 -9%
AA
68
Ancora Advisors
Ohio
$1.06M
AAS
69
Ameritas Advisory Services
Nebraska
$1.03M +$407K +3,905 +66%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.03M -$34.5K -331 -3%
RSF
71
Rik Saylor Financial
Ohio
$1.01M +$1.01M +9,716 New
KPWS
72
Kestra Private Wealth Services
Texas
$1.01M +$56.2K +539 +6%
PNC
73
Park National Corp
Ohio
$1.01M -$8.34K -80 -0.8%
FAIM
74
Financial Advocates Investment Management
Washington
$1.01M -$687K -6,591 -41%
AWS
75
Atria Wealth Solutions
New York
$935K -$23.6K -226 -2%