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First Trust Large Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $763M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+18
Holders Change %
+12.95%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
41
Reduced
66
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EW
101
Element Wealth
Mississippi
$379K +$379K +5,813 New
VA
102
Valmark Advisers
Ohio
$365K
RFWA
103
RPg Family Wealth Advisory
Massachusetts
$350K -$40.4K -619 -10%
SS
104
Simplicity Solutions
Minnesota
$343K -$43K -660 -11%
WIA
105
World Investment Advisors
California
$343K -$35.7K -546 -9%
EP
106
Eudaimonia Partners
Tennessee
$340K +$340K +5,214 New
AAP
107
Arax Advisory Partners
Colorado
$330K -$196 -3 -0.1%
PFA
108
Plotkin Financial Advisors
Maryland
$307K +$307K +4,704 New
LNC
109
Lincoln National Corp
Pennsylvania
$291K +$522 +8 +0.2%
EWF
110
Epstein & White Financial
California
$272K +$1.11K +17 +0.4%
PFA
111
Pinnacle Family Advisors
Missouri
$261K -$150K -2,301 -36%
WA
112
Wealth Advisors
California
$256K +$256K +3,815 New
B
113
Bridgeworth
Alabama
$255K
AAS
114
Annex Advisory Services
Wisconsin
$254K
AI
115
Atria Investments
North Carolina
$253K -$3.13K -48 -1%
Northern Trust
116
Northern Trust
Illinois
$245K
ASN
117
Advisory Services Network
Georgia
$240K +$14K +215 +6%
KOMWMG
118
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$240K +$240K +3,683 New
IWP
119
Icon Wealth Partners
Texas
$235K
WS
120
Wedbush Securities
California
$215K +$586 +9 +0.3%
UCFA
121
United Capital Financial Advisors
Texas
$210K -$7.52K -115 -3%
FPGK
122
Financial Partners Group (Kansas)
Kansas
$209K +$209K +3,199 New
PCMC
123
Private Capital Management (Colorado)
Colorado
$207K
IA
124
IFG Advisory
Georgia
$204K +$204K +3,132 New
SFWA
125
Summit Financial Wealth Advisors
Louisiana
$204K +$204K +3,160 New