FEX icon

First Trust Large Cap Core AlphaDEX Fund

145 hedge funds and large institutions have $783M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
54
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UR
101
USCA RIA
Texas
$343K
VA
102
Valmark Advisers
Ohio
$334K
WS
103
Wedbush Securities
California
$310K +$14.3K +240 +5%
EWF
104
Epstein & White Financial
California
$260K +$716 +12 +0.3%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$257K +$257K +4,323 New
COI
106
Capital One Investing
Virginia
$242K +$242K +4,060 New
WIA
107
World Investment Advisors
California
$237K +$11.1K +187 +5%
B
108
Bridgeworth
Alabama
$233K -$35.4K -594 -13%
AI
109
Atria Investments
North Carolina
$232K +$232K +3,895 New
Northern Trust
110
Northern Trust
Illinois
$223K -$90.5K -1,522 -29%
IWP
111
Icon Wealth Partners
Texas
$214K
AIC
112
Ameritas Investment Company
Nebraska
$207K -$77.7K -1,304 -27%
ASN
113
Advisory Services Network
Georgia
$206K -$1.67K -28 -0.8%
PCMC
114
Private Capital Management (Colorado)
Colorado
$202K +$202K +3,400 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$163K +$13K +219 +9%
CAM
116
Cresset Asset Management
Illinois
$116K +$116K +1,956 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$94K -$51.1K -855 -35%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$91K +$178 +3 +0.2%
LWM
119
Lenox Wealth Management
Ohio
$87K +$82.4K +1,388 +1,779%
AIM
120
Advantage Investment Management
Iowa
$45K
PFP
121
Pinnacle Financial Partners
Tennessee
$42K +$42K +700 New
1NWS
122
1 North Wealth Services
Maryland
$40K
GRP
123
Global Retirement Partners
California
$36K
FHA
124
Flagship Harbor Advisors
Massachusetts
$35K
PWM
125
PRW Wealth Management
Massachusetts
$33K +$33K +560 New