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First Trust Large Cap Core AlphaDEX Fund

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$405K
VF
102
Virtu Financial
New York
$403K +$403K +4,966 New
DWP
103
Daymark Wealth Partners
Ohio
$402K -$4.06K -50 -1%
AAP
104
Arax Advisory Partners
Colorado
$382K +$13.2K +163 +4%
PFS
105
Prospera Financial Services
Texas
$381K +$893 +11 +0.2%
VVP
106
Venture Visionary Partners
Ohio
$371K
VA
107
Valmark Advisers
Ohio
$371K
ASN
108
Advisory Services Network
Georgia
$356K
JF
109
Joule Financial
Kentucky
$354K +$354K +4,365 New
EW
110
Element Wealth
Mississippi
$353K -$14.7K -181 -4%
IAS
111
Insigneo Advisory Services
Florida
$349K -$72.1K -889 -17%
CAM
112
Cresset Asset Management
Illinois
$346K +$243 +3 +0.1%
LNC
113
Lincoln National Corp
Pennsylvania
$338K -$11.8K -146 -3%
SIG
114
Sargent Investment Group
Maryland
$338K
NS
115
NBC Securities
Alabama
$326K +$326K +4,023 New
FCA
116
Fortis Capital Advisors
Kansas
$324K
AF
117
Allworth Financial
California
$321K +$64.7K +798 +25%
MWM
118
Mission Wealth Management
California
$318K
AAS
119
Annex Advisory Services
Wisconsin
$316K
SWM
120
Spire Wealth Management
Virginia
$314K -$48.7K -600 -13%
MFG
121
Merit Financial Group
Georgia
$310K -$28.4K -350 -8%
FWP
122
FAS Wealth Partners
Kansas
$308K
BTI
123
Blue Trust Inc
Georgia
$303K +$16K +190 +6%
TSW
124
Three Seasons Wealth
Utah
$303K +$303K +3,730 New
IW
125
Imprint Wealth
South Carolina
$295K