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First Trust Large Cap Core AlphaDEX Fund

133 hedge funds and large institutions have $455M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
78
Closed
19
Calls
Puts
$234K
Net Calls
-$234K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
126
Larson Financial Group
Missouri
$14K
AF
127
Allworth Financial
California
$13K +$60 +1 +0.5%
SFS
128
Sowell Financial Services
Arkansas
$10K -$19.8K -328 -66%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +139 New
CFA
130
Carroll Financial Associates
North Carolina
$7K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$6K
AA
132
AlphaMark Advisors
Kentucky
$5K
TFA
133
Transamerica Financial Advisors
Florida
$4K -$84.6K -1,185 -95%
OPS
134
Orion Portfolio Solutions
Nebraska
$1K -$2.72K -49 -73%
BS
135
Banco Santander
Spain
-$5.49M -115,281 Closed
First Trust Advisors
136
First Trust Advisors
Illinois
-$3.03M -63,673 Closed
PWA
137
Peterson Wealth Advisors
Utah
-$730K -15,319 Closed
GSWM
138
Golden State Wealth Management
California
-$473K -9,938 Closed
BCM
139
Breiter Capital Management
Florida
-$414K -8,694 Closed
Neuberger Berman Group
140
Neuberger Berman Group
New York
-$369K -7,750 Closed
TSS
141
Two Sigma Securities
New York
-$367K -7,706 Closed
UR
142
USCA RIA
Texas
-$330K -6,922 Closed
PFA
143
Plotkin Financial Advisors
Maryland
-$222K -4,662 Closed
AIC
144
Ameritas Investment Company
Nebraska
-$134K -2,808 Closed
WAP
145
Wealthcare Advisory Partners
Pennsylvania
-$85K -1,786 Closed
SF
146
Synovus Financial
Georgia
-$64K -1,357 Closed
NFG
147
Next Financial Group
Texas
-$56K -1,170 Closed
VFA
148
Valeo Financial Advisors
Indiana
-$45K -860 Closed
BCA
149
Berman Capital Advisors
Georgia
-$31K -666 Closed
AWA
150
Arkadios Wealth Advisors
Georgia
-$30.5K -641 Closed