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First Trust Large Cap Core AlphaDEX Fund

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$811K -$4.47K -45 -0.5%
UWM
77
USAdvisors Wealth Management
Minnesota
$800K +$396 +4 +0%
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$728K +$2.48K +25 +0.3%
WP
79
WealthPLAN Partners
Nebraska
$723K -$43.2K -435 -6%
FWM
80
ForthRight Wealth Management
Georgia
$711K
Lido Advisors
81
Lido Advisors
California
$710K +$710K +7,158 New
HWM
82
HB Wealth Management
Georgia
$691K
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$675K
T
84
Tidemark
California
$663K -$244K -2,455 -27%
AGA
85
Arkos Global Advisors
Texas
$637K
GS
86
GTS Securities
New York
$628K +$628K +6,326 New
1W
87
1776 Wealth
Georgia
$610K
SCM
88
Sebold Capital Management
Illinois
$605K -$5.16K -52 -0.8%
AAS
89
Avantax Advisory Services
Texas
$594K -$133K -1,339 -18%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$592K
IWM
91
IHT Wealth Management
Illinois
$591K -$150K -1,516 -20%
PFS
92
Prospera Financial Services
Texas
$572K -$181K -1,819 -24%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$572K -$22.2K -224 -4%
HA
94
HFG Advisors
Ohio
$567K -$35.3K -356 -6%
ASN
95
Advisory Services Network
Georgia
$545K -$54.7K -551 -9%
RIA
96
Regal Investment Advisors
Michigan
$525K +$99 +1 +0%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$518K -$55.3K -557 -10%
CWP
98
Cyndeo Wealth Partners
Florida
$511K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$505K +$9.92K +100 +2%
DWP
100
Daymark Wealth Partners
Ohio
$500K