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First Trust Large Cap Core AlphaDEX Fund

203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
73
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
$488K -$11K -106 -2%
VVP
102
Venture Visionary Partners
Ohio
$476K
AAP
103
Arax Advisory Partners
Colorado
$461K +$9.58K +92 +2%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$456K -$42.6K -409 -9%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$454K -$74.5K -715 -14%
PWS
106
Proactive Wealth Strategies
Georgia
$450K +$450K +4,316 New
SEIA
107
Signature Estate & Investment Advisors
California
$447K +$47.7K +458 +12%
CAM
108
Cresset Asset Management
Illinois
$442K +$313 +3 +0.1%
GLA
109
Good Life Advisors
Pennsylvania
$437K +$215K +2,060 +97%
SIG
110
Sargent Investment Group
Maryland
$434K
IAS
111
Insigneo Advisory Services
Florida
$427K
IWN
112
Independent Wealth Network
Iowa
$424K +$20.9K +201 +5%
FCA
113
Fortis Capital Advisors
Kansas
$417K
Mariner
114
Mariner
Kansas
$409K +$409K +3,930 New
MWM
115
Mission Wealth Management
California
$408K
AAS
116
Annex Advisory Services
Wisconsin
$406K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$400K +$625 +6 +0.2%
EW
118
Element Wealth
Mississippi
$396K -$2.4K -23 -0.6%
FWP
119
FAS Wealth Partners
Kansas
$396K
AI
120
Atria Investments
North Carolina
$391K -$670K -6,429 -63%
AF
121
Apollon Financial
South Carolina
$389K
MWM
122
Modern Wealth Management
Kansas
$386K -$625 -6 -0.2%
AF
123
Allworth Financial
California
$376K -$8.13K -78 -2%
IWA
124
Icon Wealth Advisors
Texas
$375K
TRCT
125
Tower Research Capital (TRC)
New York
$372K -$109K -1,044 -23%