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First Trust Large Cap Core AlphaDEX Fund

145 hedge funds and large institutions have $783M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
54
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$31K +$31K +517 New
NWM
127
Northwest Wealth Management
Iowa
$29K
WEC
128
Winslow Evans & Crocker
Massachusetts
$26K
AIS
129
Accurate Investment Solutions
Pennsylvania
$25K +$60 +1 +0.2%
FHA
130
First Horizon Advisors
Tennessee
$24K -$232 -4 -1%
FAM
131
Formidable Asset Management
Ohio
$20K +$20K +30,600 New
LA
132
Legacy Advisors
Pennsylvania
$17K +$17K +289 New
AF
133
Allworth Financial
California
$13K +$61 +1 +0.5%
AF
134
Advisornet Financial
Minnesota
$12K
SQA
135
Simon Quick Advisors
New Jersey
$12K +$12K +201 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$11K -$7.41K -130 -40%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$8.33K +$8.33K +140 New
CFA
138
Carroll Financial Associates
North Carolina
$7K +$3.99K +74 +132%
BCI
139
Brinker Capital Investments
Pennsylvania
$7K +$7K +115 New
BlackRock
140
BlackRock
New York
$6K
AA
141
AlphaMark Advisors
Kentucky
$6K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$5K +$4.68K +73 +1,460%
HWM
143
Holloway Wealth Management
Florida
$3K
OIA
144
OneDigital Investment Advisors
Kansas
$2K
TFS
145
TrustCore Financial Services
Tennessee
$2K
TFA
146
Transamerica Financial Advisors
Florida
-$981K -18,816 Closed
Ameriprise
147
Ameriprise
Minnesota
-$653K -12,533 Closed
BCM
148
Breiter Capital Management
Florida
-$453K -8,694 Closed
FWM
149
Foresight Wealth Management
Utah
-$338K -6,492 Closed
PWP
150
Personal Wealth Partners
Minnesota
-$210K -4,784 Closed