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First Trust Large Cap Core AlphaDEX Fund

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$271K +$3.51K +38 +1%
IA
127
IFG Advisory
Georgia
$263K -$1.56K -17 -0.6%
B
128
Bridgeworth
Alabama
$261K
HWM
129
Holloway Wealth Management
Florida
$258K -$179K
PMFA
130
Plante Moran Financial Advisors
Michigan
$246K
C
131
CEDRUS
Colorado
$243K +$243K +2,630 New
FPGK
132
Financial Partners Group (Kansas)
Kansas
$237K +$348 +4 +0.1%
EIP
133
Ellis Investment Partners
Pennsylvania
$236K +$736 +8 +0.3%
GLA
134
Good Life Advisors
Pennsylvania
$233K +$553 +6 +0.2%
IAIM
135
International Assets Investment Management
Florida
$232K
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$231K
BFA
137
Beacon Financial Advisory
Ohio
$231K
HA
138
Harfst & Associates
Wyoming
$230K
IA
139
Insight Advisors
Pennsylvania
$226K +$462 +5 +0.2%
AWM
140
Apollon Wealth Management
South Carolina
$216K +$216K +2,344 New
EWM
141
Empirical Wealth Management
Washington
$210K +$210K +2,270 New
HPC
142
HM Payson & Co
Maine
$197K
HWA
143
HHM Wealth Advisors
Tennessee
$185K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$165K +$43.7K +473 +36%
TWM
145
Tradition Wealth Management
Minnesota
$162K
Citigroup
146
Citigroup
New York
$153K -$24.7K -267 -14%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$137K -$3.52K -38 -3%
AWM
148
Avior Wealth Management
Nebraska
$130K +$130K +1,411 New
CWS
149
Confluence Wealth Services
Pennsylvania
$120K +$120K +1,300 New
FPWM
150
FSB Premier Wealth Management
Iowa
$109K +$109K +1,187 New