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First Trust Large Cap Core AlphaDEX Fund

160 hedge funds and large institutions have $579M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
42
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
126
Good Life Advisors
Pennsylvania
$215K +$215K +2,523 New
BFA
127
Beacon Financial Advisory
Ohio
$214K
IAIM
128
International Assets Investment Management
Florida
$214K
HA
129
Harfst & Associates
Wyoming
$213K
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$213K +$213K +2,499 New
HPC
131
HM Payson & Co
Maine
$182K
HWM
132
Holloway Wealth Management
Florida
$179K -$86K
HWA
133
HHM Wealth Advisors
Tennessee
$171K
Citigroup
134
Citigroup
New York
$164K -$1.39M -16,348 -89%
TWM
135
Tradition Wealth Management
Minnesota
$149K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$129K +$4.51K +53 +4%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$112K
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$94.6K +$94.6K +1,109 New
SAM
139
Strategic Asset Management
Minnesota
$88K +$88K +1,008 New
NFG
140
Next Financial Group
Texas
$83K
SPWG
141
Sage Private Wealth Group
Illinois
$32K +$86 +1 +0.3%
GRP
142
Global Retirement Partners
California
$30K
SFPG
143
Stonebridge Financial Planning Group
Florida
$30K
Jones Financial Companies
144
Jones Financial Companies
Missouri
$24K
JMF
145
Johnson Midwest Financial
Iowa
$24K +$24K +282 New
IPW
146
IronBridge Private Wealth
Texas
$22K
LFG
147
Larson Financial Group
Missouri
$21K
AF
148
Allworth Financial
California
$19K
BCWM
149
Bartlett & Co Wealth Management
Ohio
$18.3K +$18.3K +215 New
BC
150
Bartlett & Co
Ohio
$18K +$18K +215 New