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First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
101
Daymark Wealth Partners
Ohio
$516K -$10K -96 -2%
NA
102
NewEdge Advisors
Louisiana
$513K -$282K -2,704 -35%
SCM
103
Sebold Capital Management
Illinois
$507K +$1.77K +17 +0.4%
RFN
104
RDA Financial Network
Iowa
$491K -$7.51K -72 -2%
VVP
105
Venture Visionary Partners
Ohio
$477K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$465K -$24K -230 -5%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$455K
PWS
108
Proactive Wealth Strategies
Georgia
$452K +$1.88K +18 +0.4%
IAS
109
Insigneo Advisory Services
Florida
$448K +$20.9K +200 +5%
SEIA
110
Signature Estate & Investment Advisors
California
$448K +$417 +4 +0.1%
CAM
111
Cresset Asset Management
Illinois
$443K +$417 +4 +0.1%
AF
112
Apollon Financial
South Carolina
$436K +$46.9K +450 +12%
SIG
113
Sargent Investment Group
Maryland
$435K
RIS
114
Richmond Investment Services
Wisconsin
$427K +$427K +4,091 New
NWM
115
Nova Wealth Management
Florida
$420K +$420K +4,025 New
FCA
116
Fortis Capital Advisors
Kansas
$410K
AAS
117
Annex Advisory Services
Wisconsin
$407K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$401K +$417 +4 +0.1%
MWM
119
Mission Wealth Management
California
$398K -$10.4K -100 -3%
FWP
120
FAS Wealth Partners
Kansas
$396K
Jones Financial Companies
121
Jones Financial Companies
Missouri
$395K +$286K +2,744 +262%
AF
122
Allworth Financial
California
$394K
Mariner
123
Mariner
Kansas
$393K -$16.7K -160 -4%
EW
124
Element Wealth
Mississippi
$386K -$10.5K -101 -3%
IWA
125
Icon Wealth Advisors
Texas
$375K