FEX icon

First Trust Large Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $560M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
68
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
Insight Advisors
Pennsylvania
$204K -$25K -298 -11%
EIP
127
Ellis Investment Partners
Pennsylvania
$204K +$240 +3 +0.1%
TRCT
128
Tower Research Capital (TRC)
New York
$201K -$219K -2,746 -52%
BFA
129
Beacon Financial Advisory
Ohio
$201K +$201K +2,506 New
HA
130
Harfst & Associates
Wyoming
$200K +$200K +2,500 New
HPC
131
HM Payson & Co
Maine
$171K
HWA
132
HHM Wealth Advisors
Tennessee
$160K
IA
133
IFP Advisors
Florida
$158K +$42.7K +532 +37%
HWM
134
Holloway Wealth Management
Florida
$156K -$164K
TWM
135
Tradition Wealth Management
Minnesota
$140K
AIC
136
Ameritas Investment Company
Nebraska
$138K +$138K +1,728 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$126K -$50.5K -633 -29%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$125K +$125K +1,560 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$95K -$23K -288 -19%
NFG
140
Next Financial Group
Texas
$59K
WP
141
WealthShield Partners
North Carolina
$40K +$40K +500 New
APWM
142
Atlas Private Wealth Management
New York
$33K
SPWG
143
Sage Private Wealth Group
Illinois
$30K +$80 +1 +0.3%
GRP
144
Global Retirement Partners
California
$28K
SFPG
145
Stonebridge Financial Planning Group
Florida
$27K
Jones Financial Companies
146
Jones Financial Companies
Missouri
$22K +$22K +276 New
IPW
147
IronBridge Private Wealth
Texas
$21K
LFG
148
Larson Financial Group
Missouri
$19K
AF
149
Allworth Financial
California
$18K +$82 +1 +0.5%
WWM
150
Wagner Wealth Management
South Carolina
$9K +$9K +110 New