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First Trust Large Cap Core AlphaDEX Fund

199 hedge funds and large institutions have $682M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$742K -$50.5K -521 -6%
Creative Planning
77
Creative Planning
Kansas
$715K -$91.6K -944 -11%
UWM
78
USAdvisors Wealth Management
Minnesota
$702K -$81.9K -845 -10%
Lido Advisors
79
Lido Advisors
California
$696K +$1.36K +14 +0.2%
FWM
80
ForthRight Wealth Management
Georgia
$695K
WP
81
WealthPLAN Partners
Nebraska
$684K -$22.5K -232 -3%
SIAP
82
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$682K -$29.1K -300 -4%
RFN
83
RDA Financial Network
Iowa
$668K -$316K -3,257 -32%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$660K
OIA
85
OneDigital Investment Advisors
Kansas
$635K +$635K +6,546 New
AGA
86
Arkos Global Advisors
Texas
$622K
HWM
87
HB Wealth Management
Georgia
$617K -$57.5K -593 -9%
IWM
88
IHT Wealth Management
Illinois
$578K +$1.07K +11 +0.2%
SCM
89
Sebold Capital Management
Illinois
$557K -$34.7K -358 -6%
HA
90
HFG Advisors
Ohio
$554K
PFS
91
Prospera Financial Services
Texas
$546K -$14K -144 -2%
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$545K -$33.8K -348 -6%
ASN
93
Advisory Services Network
Georgia
$530K -$2.33K -24 -0.4%
AAS
94
Avantax Advisory Services
Texas
$523K -$57.8K -596 -10%
RIA
95
Regal Investment Advisors
Michigan
$513K +$194 +2 +0%
HIM
96
Hanlon Investment Management
New Jersey
$511K +$511K +5,268 New
CWP
97
Cyndeo Wealth Partners
Florida
$500K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$497K -$61.5K -634 -11%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$492K -$1.45K -15 -0.3%
DWP
100
Daymark Wealth Partners
Ohio
$489K