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First Trust Large Cap Core AlphaDEX Fund

203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
76
Prosperity Consulting Group
Maryland
$777K +$777K +7,456 New
UWM
77
USAdvisors Wealth Management
Minnesota
$752K
Lido Advisors
78
Lido Advisors
California
$749K +$1.88K +18 +0.3%
IWM
79
IHT Wealth Management
Illinois
$739K +$119K +1,142 +19%
SIAP
80
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$733K
WP
81
WealthPLAN Partners
Nebraska
$722K -$12.9K -124 -2%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$708K
AWA
83
Arkadios Wealth Advisors
Georgia
$681K +$681K +6,536 New
1W
84
1776 Wealth
Georgia
$672K
AGA
85
Arkos Global Advisors
Texas
$668K -$417 -4 -0.1%
HWM
86
HB Wealth Management
Georgia
$663K
OIA
87
OneDigital Investment Advisors
Kansas
$654K -$28.1K -270 -4%
AAS
88
Ameritas Advisory Services
Nebraska
$618K -$723K -6,938 -54%
PFS
89
Prospera Financial Services
Texas
$597K +$11.2K +107 +2%
HA
90
HFG Advisors
Ohio
$595K
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$584K -$729 -7 -0.1%
RIA
92
Regal Investment Advisors
Michigan
$552K +$104 +1 +0%
CWP
93
Cyndeo Wealth Partners
Florida
$537K
Creative Planning
94
Creative Planning
Kansas
$536K -$232K -2,229 -30%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$531K -$1.35K -13 -0.3%
ASN
96
Advisory Services Network
Georgia
$530K
DWP
97
Daymark Wealth Partners
Ohio
$525K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$520K +$170K +1,630 +48%
SCM
99
Sebold Capital Management
Illinois
$504K -$93.6K -899 -16%
RFN
100
RDA Financial Network
Iowa
$498K -$220K -2,109 -31%