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First Trust Large Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $590M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
49
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$216K -$216K -2,513 -50%
BFA
127
Beacon Financial Advisory
Ohio
$215K
HA
128
Harfst & Associates
Wyoming
$214K
IA
129
Insight Advisors
Pennsylvania
$212K +$174 +2 +0.1%
MCM
130
MAI Capital Management
Ohio
$200K +$200K +2,334 New
HPC
131
HM Payson & Co
Maine
$184K
HWA
132
HHM Wealth Advisors
Tennessee
$172K
TWM
133
Tradition Wealth Management
Minnesota
$150K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$126K -$9.9K -115 -7%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$113K +$10.7K +124 +10%
HWM
136
Holloway Wealth Management
Florida
$86K -$156K
NFG
137
Next Financial Group
Texas
$83K +$20.1K +235 +32%
Barclays
138
Barclays
United Kingdom
$34K +$34K +392 New
SPWG
139
Sage Private Wealth Group
Illinois
$32K
GRP
140
Global Retirement Partners
California
$30K
SFPG
141
Stonebridge Financial Planning Group
Florida
$28K
Jones Financial Companies
142
Jones Financial Companies
Missouri
$24K
IPW
143
IronBridge Private Wealth
Texas
$22K
SB
144
Strategic Blueprint
Georgia
$22K +$22K +260 New
LFG
145
Larson Financial Group
Missouri
$21K
AF
146
Allworth Financial
California
$19K
WWM
147
Wagner Wealth Management
South Carolina
$13K +$3.47K +40 +36%
AA
148
AlphaMark Advisors
Kentucky
$8K
CCM
149
Covington Capital Management
California
$8K +$8K +89 New
Simplex Trading
150
Simplex Trading
Illinois
$8K +$8K +100 New