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First Trust Large Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $560M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
68
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
101
Triton Wealth Management
Arizona
$347K +$82 +1 +0%
PFA
102
Pinnacle Family Advisors
Missouri
$347K +$13.5K +169 +4%
CAN
103
Cetera Advisor Networks
California
$326K -$25.7K -320 -7%
WA
104
Wealth Advisors
California
$314K
AAS
105
Annex Advisory Services
Wisconsin
$312K
SHGA
106
Sand Hill Global Advisors
California
$297K
IF
107
Intrua Financial
Texas
$295K -$124K -1,462 -30%
MCM
108
Mattern Capital Management
Colorado
$295K -$881 -11 -0.3%
IWC
109
Integrated Wealth Concepts
Massachusetts
$290K +$290K +3,616 New
IWP
110
Icon Wealth Partners
Texas
$288K
IWP
111
IAG Wealth Partners
Wisconsin
$287K -$31.6K -395 -10%
MOS
112
MGO One Seven
Ohio
$281K -$40K -500 -12%
GIA
113
GHP Investment Advisors
Colorado
$279K +$279K +3,479 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$264K +$21.4K +267 +9%
EWF
115
Epstein & White Financial
California
$247K -$15.5K -194 -6%
UCFA
116
United Capital Financial Advisors
Texas
$238K +$12K +150 +5%
SCA
117
Snowden Capital Advisors
New York
$237K
B
118
Bridgeworth
Alabama
$236K -$51.1K -638 -18%
PMFA
119
Plante Moran Financial Advisors
Michigan
$234K
SFWA
120
Summit Financial Wealth Advisors
Louisiana
$232K
GLA
121
Good Life Advisors
Pennsylvania
$224K +$80 +1 +0%
PA
122
PFG Advisors
Arizona
$223K -$91.5K -1,141 -29%
FPGK
123
Financial Partners Group (Kansas)
Kansas
$218K +$80 +1 +0%
IA
124
IFG Advisory
Georgia
$215K -$29.5K -369 -12%
JWCA
125
J.W. Cole Advisors
Florida
$211K +$211K +2,636 New