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First Trust Large Cap Core AlphaDEX Fund

136 hedge funds and large institutions have $465M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-21
Holders Change %
-13.38%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
31
Reduced
75
Closed
33
Calls
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Bellevue Asset Management
Washington
$24K +$12K +201 +100%
AIS
127
Accurate Investment Solutions
Pennsylvania
$20K +$94 +2 +0.5%
APWM
128
Atlas Private Wealth Management
New York
$19K
SFPG
129
Stonebridge Financial Planning Group
Florida
$17K +$17K +325 New
LFG
130
Larson Financial Group
Missouri
$12K
PFP
131
Pinnacle Financial Partners
Tennessee
$10K -$25K -500 -71%
AF
132
Allworth Financial
California
$10K +$46 +1 +0.5%
CFA
133
Carroll Financial Associates
North Carolina
$6K
PFBT
134
Parkside Financial Bank & Trust
Missouri
$5K +$5K +100 New
AA
135
AlphaMark Advisors
Kentucky
$4K -$667 -15 -14%
OPS
136
Orion Portfolio Solutions
Nebraska
$3K
LAS
137
Lloyd Advisory Services
Georgia
$1K
KWM
138
Keebeck Wealth Management
Illinois
-$7.48M -114,660 Closed
SCA
139
Snowden Capital Advisors
New York
-$1.88M -28,834 Closed
BAAM
140
Baker Avenue Asset Management
California
-$1.83M -28,070 Closed
LPT
141
Legacy Private Trust
Wisconsin
-$1.29M -19,837 Closed
IWC
142
Integrated Wealth Concepts
Massachusetts
-$1.25M -19,110 Closed
LWAC
143
Laurel Wealth Advisors (California)
California
-$1.14M -17,476 Closed
BW
144
Bison Wealth
Georgia
-$729K -11,183 Closed
Goldman Sachs
145
Goldman Sachs
New York
-$576K -8,827 Closed
IAA
146
Independent Advisor Alliance
North Carolina
-$491K -7,520 Closed
RIA
147
Regal Investment Advisors
Michigan
-$455K -6,981 Closed
GLA
148
Good Life Advisors
Pennsylvania
-$394K -6,046 Closed
WIA
149
World Investment Advisors
California
-$343K -5,252 Closed
PFA
150
Pinnacle Family Advisors
Missouri
-$261K -4,005 Closed