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First Trust Large Cap Core AlphaDEX Fund

142 hedge funds and large institutions have $802M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
53
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$255K +$255K +4,128 New
EWF
102
Epstein & White Financial
California
$253K -$13.1K -215 -5%
Renaissance Technologies
103
Renaissance Technologies
New York
$245K +$245K +4,000 New
WIA
104
World Investment Advisors
California
$240K -$1.7K -28 -0.7%
B
105
Bridgeworth
Alabama
$239K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$239K +$71.1K +1,164 +42%
Northern Trust
107
Northern Trust
Illinois
$230K
AI
108
Atria Investments
North Carolina
$228K -$1.77K -30 -0.8%
IWP
109
Icon Wealth Partners
Texas
$220K
ASN
110
Advisory Services Network
Georgia
$212K
PCMC
111
Private Capital Management (Colorado)
Colorado
$208K
UCFA
112
United Capital Financial Advisors
Texas
$204K +$204K +3,328 New
SFWA
113
Summit Financial Wealth Advisors
Louisiana
$203K +$203K +3,310 New
BFG
114
Barber Financial Group
Kansas
$201K +$201K +3,277 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$182K -$82.8K -1,352 -31%
HPC
116
HM Payson & Co
Maine
$157K +$157K +2,570 New
EIP
117
Ellis Investment Partners
Pennsylvania
$153K +$153K +2,484 New
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$140K +$46K +752 +49%
GRP
119
Global Retirement Partners
California
$126K +$88.5K +1,445 +236%
LWM
120
Lenox Wealth Management
Ohio
$89K
HWM
121
Holloway Wealth Management
Florida
$89K -$3K
S
122
SignatureFD
Georgia
$80K +$80K +1,304 New
NFG
123
Next Financial Group
Texas
$72K +$72K +1,170 New
AIM
124
Advantage Investment Management
Iowa
$46K
FHA
125
Flagship Harbor Advisors
Massachusetts
$36K