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First Trust Large Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $560M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
68
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APW
76
Aurora Private Wealth
New Jersey
$597K -$121K -1,513 -17%
PGFC
77
Peapack-Gladstone Financial Corp
New Jersey
$585K
FAIM
78
Financial Advocates Investment Management
Washington
$554K +$481 +6 +0.1%
RA
79
RFG Advisory
Alabama
$523K -$25.9K -323 -5%
DFA
80
DHJJ Financial Advisors
Illinois
$518K -$37.3K -466 -7%
VFA
81
Voya Financial Advisors
Connecticut
$517K -$52.9K -664 -9%
PFS
82
Prospera Financial Services
Texas
$510K +$210K +2,620 +70%
CAM
83
Cozad Asset Management
Illinois
$508K
CFGS
84
Concourse Financial Group Securities
Alabama
$507K +$22.3K +278 +5%
SAM
85
SignalPoint Asset Management
Missouri
$462K +$462K +5,772 New
VA
86
Valmark Advisers
Ohio
$448K
SIG
87
Sargent Investment Group
Maryland
$434K
UFA
88
US Financial Advisors
Massachusetts
$432K
FNBT
89
FineMark National Bank & Trust
Florida
$432K
EW
90
Element Wealth
Mississippi
$415K -$1.52K -19 -0.4%
MHS
91
M Holdings Securities
Oregon
$406K +$406K +5,072 New
WI
92
Wintrust Investments
Illinois
$404K -$127K -1,584 -24%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$403K
CS
94
Comerica Securities
Michigan
$387K -$260K -3,242 -40%
IAIM
95
International Assets Investment Management
Florida
$386K +$193K +2,513 +100%
VVP
96
Venture Visionary Partners
Ohio
$366K
Creative Planning
97
Creative Planning
Kansas
$363K +$20.5K +256 +6%
EP
98
Eudaimonia Partners
Tennessee
$358K -$31.4K -392 -8%
LNC
99
Lincoln National Corp
Pennsylvania
$354K +$240 +3 +0.1%
SWM
100
Spire Wealth Management
Virginia
$351K +$351K +4,381 New