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First Trust Large Cap Core AlphaDEX Fund

129 hedge funds and large institutions have $453M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
61
Closed
13
Calls
$494K
Puts
$3.35M
Net Calls
-$2.85M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Shares
Change %
B
101
Bridgeworth
Alabama
$236K
MCM
102
Mattern Capital Management
Colorado
$233K -$6.88K -109 -3%
LFAS
103
Level Four Advisory Services
Texas
$233K +$19.1K +303 +9%
IWP
104
Icon Wealth Partners
Texas
$228K
IA
105
IFG Advisory
Georgia
$203K +$203K +3,214 New
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$202K +$202K +3,160 New
PMFA
107
Plante Moran Financial Advisors
Michigan
$185K
EIP
108
Ellis Investment Partners
Pennsylvania
$160K +$505 +8 +0.3%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$160K +$38.8K +613 +32%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$142K -$67.3K -1,061 -32%
HWM
111
Holloway Wealth Management
Florida
$142K -$126K
HPC
112
HM Payson & Co
Maine
$135K
HWA
113
HHM Wealth Advisors
Tennessee
$126K
PFS
114
Prospera Financial Services
Texas
$120K -$146K -2,317 -55%
GRP
115
Global Retirement Partners
California
$117K -$37K -588 -24%
IA
116
IFP Advisors
Florida
$97K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$65K +$1.08K +17 +2%
TFA
118
Transamerica Financial Advisors
Florida
$50K +$46.4K +726 +1,296%
NFG
119
Next Financial Group
Texas
$46K +$46K +735 New
APWM
120
Atlas Private Wealth Management
New York
$26K
SFPG
121
Stonebridge Financial Planning Group
Florida
$22K
LFG
122
Larson Financial Group
Missouri
$15K
AF
123
Allworth Financial
California
$14K +$64 +1 +0.5%
SFS
124
Sowell Financial Services
Arkansas
$11K +$66 +1 +0.6%
BAM
125
Bellevue Asset Management
Washington
$8K -$18.4K -280 -70%