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First Trust Large Cap Core AlphaDEX Fund

199 hedge funds and large institutions have $682M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
79
Closed
14
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
$465K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$464K -$42.1K -434 -8%
TRCT
103
Tower Research Capital (TRC)
New York
$447K +$81.9K +844 +22%
VVP
104
Venture Visionary Partners
Ohio
$444K
AAP
105
Arax Advisory Partners
Colorado
$421K -$5.14K -53 -1%
CAM
106
Cresset Asset Management
Illinois
$411K +$291 +3 +0.1%
SIG
107
Sargent Investment Group
Maryland
$404K
FCA
108
Fortis Capital Advisors
Kansas
$388K
IAS
109
Insigneo Advisory Services
Florida
$386K -$18.8K -200 -5%
MWM
110
Mission Wealth Management
California
$380K
AAS
111
Annex Advisory Services
Wisconsin
$378K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$376K +$376K +3,847 New
IWN
113
Independent Wealth Network
Iowa
$375K +$970 +10 +0.3%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$372K -$4.46K -46 -1%
SEIA
115
Signature Estate & Investment Advisors
California
$372K +$372K +3,837 New
EW
116
Element Wealth
Mississippi
$371K -$21.4K -221 -5%
FWP
117
FAS Wealth Partners
Kansas
$369K
AF
118
Allworth Financial
California
$364K -$7.31K -74 -2%
EAM
119
Eukles Asset Management
Ohio
$364K -$6.98K -72 -2%
AF
120
Apollon Financial
South Carolina
$362K
IWA
121
Icon Wealth Advisors
Texas
$360K
MWM
122
Modern Wealth Management
Kansas
$360K -$11.7K -121 -3%
BWA
123
Bordeaux Wealth Advisors
California
$345K +$345K +3,560 New
CP
124
Camelot Portfolios
Ohio
$344K -$194 -2 -0.1%
SWM
125
Spire Wealth Management
Virginia
$340K