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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$673K -$781K -8,661 -54%
AAS
77
Avantax Advisory Services
Texas
$661K +$85.3K +946 +15%
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$659K -$902 -10 -0.1%
HI
79
Harbour Investments
Wisconsin
$654K +$36.6K +406 +6%
FWM
80
ForthRight Wealth Management
Georgia
$646K
HWM
81
HB Wealth Management
Georgia
$627K -$296K -3,288 -32%
FFG
82
Foundry Financial Group
New Hampshire
$613K +$613K +6,800 New
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$613K
AGA
84
Arkos Global Advisors
Texas
$579K
SCM
85
Sebold Capital Management
Illinois
$554K
1W
86
1776 Wealth
Georgia
$554K
HA
87
HFG Advisors
Ohio
$547K
ASN
88
Advisory Services Network
Georgia
$545K +$149K +1,655 +38%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$539K -$241K -2,676 -31%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$538K -$170K -1,881 -24%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$521K -$883K -9,797 -63%
SF
92
Summit Financial
New Jersey
$521K -$35.3K -392 -6%
AAS
93
Ameritas Advisory Services
Nebraska
$481K -$1.04M -11,286 -68%
RIA
94
Regal Investment Advisors
Michigan
$477K +$180 +2 +0%
CWP
95
Cyndeo Wealth Partners
Florida
$465K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$465K +$721 +8 +0.2%
DWP
97
Daymark Wealth Partners
Ohio
$455K +$7.3K +81 +2%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$450K
EAM
99
Eukles Asset Management
Ohio
$443K -$59.4K -659 -12%
VVP
100
Venture Visionary Partners
Ohio
$412K