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First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
76
Farrell Financial
New York
$926K -$71.8K -688 -7%
SF
77
Summit Financial
New Jersey
$884K -$1.98K -19 -0.2%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$816K +$816K +7,826 New
CAM
79
Cozad Asset Management
Illinois
$816K -$18.4K -176 -2%
Jane Street
80
Jane Street
New York
$784K -$635K -6,092 -45%
Lido Advisors
81
Lido Advisors
California
$752K +$2.3K +22 +0.3%
PAS
82
PKS Advisory Services
New York
$714K +$714K +6,844 New
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$713K -$20.9K -200 -3%
AAP
84
Arax Advisory Partners
Colorado
$690K +$228K +2,187 +49%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$688K -$20.8K -200 -3%
AGA
86
Arkos Global Advisors
Texas
$669K
HWM
87
HB Wealth Management
Georgia
$664K
OIA
88
OneDigital Investment Advisors
Kansas
$641K -$13.9K -133 -2%
UWM
89
USAdvisors Wealth Management
Minnesota
$632K -$124K -1,184 -16%
IWM
90
IHT Wealth Management
Illinois
$609K -$132K -1,263 -18%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$602K +$80.8K +775 +16%
PFS
92
Prospera Financial Services
Texas
$597K -$626 -6 -0.1%
HA
93
HFG Advisors
Ohio
$596K
IWN
94
Independent Wealth Network
Iowa
$578K +$154K +1,472 +36%
ASN
95
Advisory Services Network
Georgia
$576K +$5.95K +57 +1%
Creative Planning
96
Creative Planning
Kansas
$560K +$22.9K +220 +4%
RIA
97
Regal Investment Advisors
Michigan
$552K +$313 +3 +0.1%
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$551K -$33.8K -324 -6%
CWP
99
Cyndeo Wealth Partners
Florida
$538K
WIM
100
WealthPlan Investment Management
Nebraska
$520K +$520K +4,983 New