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First Trust Large Cap Core AlphaDEX Fund

139 hedge funds and large institutions have $712M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
41
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$271K +$609 +10 +0.2%
EWF
102
Epstein & White Financial
California
$253K +$1.03K +17 +0.4%
AI
103
Atria Investments
North Carolina
$239K +$4.07K +67 +2%
B
104
Bridgeworth
Alabama
$238K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$238K
AAS
106
Annex Advisory Services
Wisconsin
$238K +$238K +3,900 New
Renaissance Technologies
107
Renaissance Technologies
New York
$231K -$12.2K -200 -5%
Northern Trust
108
Northern Trust
Illinois
$228K
IWP
109
Icon Wealth Partners
Texas
$219K
ASN
110
Advisory Services Network
Georgia
$212K
PCMC
111
Private Capital Management (Colorado)
Colorado
$207K
UCFA
112
United Capital Financial Advisors
Texas
$203K
WS
113
Wedbush Securities
California
$200K +$200K +3,291 New
AIC
114
Ameritas Investment Company
Nebraska
$167K +$167K +2,738 New
HPC
115
HM Payson & Co
Maine
$157K
EIP
116
Ellis Investment Partners
Pennsylvania
$149K +$657 +11 +0.4%
GRP
117
Global Retirement Partners
California
$149K +$23.6K +388 +19%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$140K +$244 +4 +0.2%
HWM
119
Holloway Wealth Management
Florida
$112K -$89K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$93K +$71.9K +1,177 +340%
LWM
121
Lenox Wealth Management
Ohio
$89K
S
122
SignatureFD
Georgia
$79K
NFG
123
Next Financial Group
Texas
$71K
CFGS
124
Concourse Financial Group Securities
Alabama
$62K -$439K -7,187 -88%
AIM
125
Advantage Investment Management
Iowa
$46K