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First Trust Large Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $590M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
49
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$627K
APW
77
Aurora Private Wealth
New Jersey
$618K -$22.1K -257 -3%
RA
78
RFG Advisory
Alabama
$581K +$19.9K +232 +4%
FAIM
79
Financial Advocates Investment Management
Washington
$559K -$34.5K -402 -6%
PFS
80
Prospera Financial Services
Texas
$548K +$172 +2 +0%
CAM
81
Cozad Asset Management
Illinois
$545K
SAM
82
SignalPoint Asset Management
Missouri
$522K +$26.8K +312 +5%
CFGS
83
Concourse Financial Group Securities
Alabama
$520K -$23.6K -275 -4%
DFA
84
DHJJ Financial Advisors
Illinois
$499K -$20.1K -250 -4%
VA
85
Valmark Advisers
Ohio
$481K
SIG
86
Sargent Investment Group
Maryland
$465K
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$460K +$460K +5,357 New
GWM
88
Geneos Wealth Management
Colorado
$459K -$203K -2,349 -31%
SWM
89
Spire Wealth Management
Virginia
$457K +$80.7K +939 +21%
RIA
90
Regal Investment Advisors
Michigan
$455K +$455K +5,298 New
CWS
91
Cypress Wealth Services
California
$448K -$3.4M -39,614 -88%
EW
92
Element Wealth
Mississippi
$445K +$343 +4 +0.1%
Creative Planning
93
Creative Planning
Kansas
$435K +$46.3K +540 +12%
TRCT
94
Tower Research Capital (TRC)
New York
$407K +$191K +2,232 +89%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$403K
AAP
96
Arax Advisory Partners
Colorado
$402K +$402K +4,686 New
VVP
97
Venture Visionary Partners
Ohio
$392K
TWM
98
Triton Wealth Management
Arizona
$392K +$13.8K +155 +4%
EP
99
Eudaimonia Partners
Tennessee
$384K
LNC
100
Lincoln National Corp
Pennsylvania
$375K -$4.64K -54 -1%