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First Trust Large Cap Core AlphaDEX Fund

160 hedge funds and large institutions have $579M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
42
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$623K +$171K +2,006 +38%
SF
77
Summit Financial
New Jersey
$614K +$614K +7,203 New
SAM
78
SignalPoint Asset Management
Missouri
$599K +$80.4K +943 +15%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$580K -$42.6K -500 -7%
FAIM
80
Financial Advocates Investment Management
Washington
$571K +$15.4K +181 +3%
CAM
81
Cozad Asset Management
Illinois
$556K +$14.9K +175 +3%
TRCT
82
Tower Research Capital (TRC)
New York
$514K +$110K +1,286 +27%
RA
83
RFG Advisory
Alabama
$500K -$77.3K -906 -13%
AWA
84
Arkadios Wealth Advisors
Georgia
$499K -$1.43M -16,746 -74%
CFGS
85
Concourse Financial Group Securities
Alabama
$491K -$25K -293 -5%
VA
86
Valmark Advisers
Ohio
$478K
SIG
87
Sargent Investment Group
Maryland
$462K
RFWA
88
RPg Family Wealth Advisory
Massachusetts
$457K
GWM
89
Geneos Wealth Management
Colorado
$456K
DFA
90
DHJJ Financial Advisors
Illinois
$453K -$77.2K -905 -15%
IWN
91
Independent Wealth Network
Iowa
$447K +$447K +4,877 New
EW
92
Element Wealth
Mississippi
$442K -$597 -7 -0.1%
AIC
93
Ameritas Investment Company
Nebraska
$413K +$203K +2,377 +97%
CWS
94
Cypress Wealth Services
California
$411K -$34.1K -400 -8%
AAP
95
Arax Advisory Partners
Colorado
$395K -$4.78K -56 -1%
VVP
96
Venture Visionary Partners
Ohio
$390K
TWM
97
Triton Wealth Management
Arizona
$384K -$7.82K -88 -2%
EP
98
Eudaimonia Partners
Tennessee
$381K
LNC
99
Lincoln National Corp
Pennsylvania
$373K +$427 +5 +0.1%
PFA
100
Pinnacle Family Advisors
Missouri
$366K -$1.45K -17 -0.4%