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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$408K +$155K +1,720 +61%
LNC
102
Lincoln National Corp
Pennsylvania
$397K +$21.5K +239 +6%
AAP
103
Arax Advisory Partners
Colorado
$397K -$27.7K -307 -7%
IAS
104
Insigneo Advisory Services
Florida
$388K
CAM
105
Cresset Asset Management
Illinois
$385K +$451 +5 +0.1%
CBFP
106
Cedar Brook Financial Partners
Ohio
$385K -$288K -3,211 -43%
EW
107
Element Wealth
Mississippi
$384K -$9.02K -100 -2%
SIG
108
Sargent Investment Group
Maryland
$376K
PFG
109
Peterson Financial Group
Iowa
$366K +$366K +4,063 New
FCA
110
Fortis Capital Advisors
Kansas
$361K
MWM
111
Modern Wealth Management
Kansas
$355K +$355K +3,942 New
MWM
112
Mission Wealth Management
California
$353K
AAS
113
Annex Advisory Services
Wisconsin
$352K
IWN
114
Independent Wealth Network
Iowa
$347K -$103K -1,143 -23%
AF
115
Allworth Financial
California
$346K -$10.6K -117 -3%
SPC
116
Sigma Planning Corp
Michigan
$346K -$629K -6,972 -64%
MFG
117
Merit Financial Group
Georgia
$345K
FWP
118
FAS Wealth Partners
Kansas
$343K
AF
119
Apollon Financial
South Carolina
$336K +$336K +3,730 New
IWA
120
Icon Wealth Advisors
Texas
$325K +$325K +3,600 New
TSW
121
Three Seasons Wealth
Utah
$320K -$16.2K -180 -5%
CP
122
Camelot Portfolios
Ohio
$319K +$2.25K +25 +0.7%
NS
123
NBC Securities
Alabama
$318K -$44.3K -492 -12%
SWM
124
Spire Wealth Management
Virginia
$315K -$32.5K -362 -9%
PWM
125
Perigon Wealth Management
California
$308K +$308K +3,420 New