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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $659M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
58
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$662K -$59.1K -734 -8%
BCI
77
Brinker Capital Investments
Pennsylvania
$659K +$659K +8,190 New
OPS
78
Orion Portfolio Solutions
Nebraska
$659K +$659K +8,190 New
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$633K
CBFP
80
Cedar Brook Financial Partners
Ohio
$630K +$2.17K +27 +0.3%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$621K -$3.06K -38 -0.5%
FWM
82
ForthRight Wealth Management
Georgia
$609K
WP
83
WealthPLAN Partners
Nebraska
$604K +$5.64K +70 +0.9%
WEG
84
World Equity Group
Illinois
$598K +$598K +16,832 New
RIA
85
Regal Investment Advisors
Michigan
$593K -$2.01K -25 -0.3%
HI
86
Harbour Investments
Wisconsin
$567K -$9.5K -118 -2%
AGA
87
Arkos Global Advisors
Texas
$559K -$2.01K -25 -0.4%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$547K
CAM
89
Cozad Asset Management
Illinois
$545K
AAS
90
Avantax Advisory Services
Texas
$530K -$32.5K -404 -6%
1W
91
1776 Wealth
Georgia
$519K +$24.2K +300 +5%
EAM
92
Eukles Asset Management
Ohio
$466K -$56.6K -703 -11%
SF
93
Summit Financial
New Jersey
$458K -$6.6K -82 -1%
SCM
94
Sebold Capital Management
Illinois
$414K +$886 +11 +0.2%
SWM
95
Spire Wealth Management
Virginia
$411K +$166K +2,061 +68%
CS
96
Comerica Securities
Michigan
$409K +$8.05K +100 +2%
DWP
97
Daymark Wealth Partners
Ohio
$407K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$402K
IWN
99
Independent Wealth Network
Iowa
$384K +$1.93K +24 +0.5%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$383K -$132K -1,641 -26%