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First Trust Large Cap Core AlphaDEX Fund

145 hedge funds and large institutions have $532M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
34
Reduced
58
Closed
7
Calls
$573K
Puts
Net Calls
+$573K
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$314K
TWM
102
Triton Wealth Management
Arizona
$311K -$292 -4 -0.1%
PFA
103
Pinnacle Family Advisors
Missouri
$306K +$11.9K +162 +4%
MOS
104
MGO One Seven
Ohio
$295K +$295K +4,015 New
IWP
105
IAG Wealth Partners
Wisconsin
$293K -$19.2K -260 -6%
PA
106
PFG Advisors
Arizona
$288K -$73.2K -997 -20%
AAS
107
Annex Advisory Services
Wisconsin
$286K
WA
108
Wealth Advisors
California
$280K
PFS
109
Prospera Financial Services
Texas
$277K +$137K +1,857 +98%
AFP
110
Ausdal Financial Partners
Iowa
$275K
SHGA
111
Sand Hill Global Advisors
California
$273K +$273K +3,714 New
MCM
112
Mattern Capital Management
Colorado
$271K
IWP
113
Icon Wealth Partners
Texas
$264K
B
114
Bridgeworth
Alabama
$263K -$11.1K -152 -4%
EWF
115
Epstein & White Financial
California
$241K -$51.9K -706 -18%
IA
116
IFG Advisory
Georgia
$224K -$11.7K -160 -5%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$222K +$36.7K +501 +20%
SCA
118
Snowden Capital Advisors
New York
$217K +$217K +2,957 New
PMFA
119
Plante Moran Financial Advisors
Michigan
$215K
FPGK
120
Financial Partners Group (Kansas)
Kansas
$209K +$209K +2,718 New
UCFA
121
United Capital Financial Advisors
Texas
$207K +$207K +2,819 New
GLA
122
Good Life Advisors
Pennsylvania
$206K -$80.9K -1,097 -28%
IA
123
Insight Advisors
Pennsylvania
$201K +$201K +2,732 New
SFWA
124
Summit Financial Wealth Advisors
Louisiana
$200K
EIP
125
Ellis Investment Partners
Pennsylvania
$187K +$662 +9 +0.4%