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First Trust Large Cap Core AlphaDEX Fund

164 hedge funds and large institutions have $539M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
55
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
126
Good Life Advisors
Pennsylvania
$205K +$205K +2,844 New
PMFA
127
Plante Moran Financial Advisors
Michigan
$193K
GWM
128
Geneos Wealth Management
Colorado
$187K -$327K -4,545 -64%
IWP
129
IAG Wealth Partners
Wisconsin
$171K -$57.6K -798 -25%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$168K -$4.92K -68 -3%
HPC
131
HM Payson & Co
Maine
$157K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$156K +$23.9K +332 +18%
SWM
133
Spire Wealth Management
Virginia
$146K -$252K -3,486 -63%
HWA
134
HHM Wealth Advisors
Tennessee
$144K
EIP
135
Ellis Investment Partners
Pennsylvania
$143K +$649 +9 +0.5%
Citigroup
136
Citigroup
New York
$120K
GRP
137
Global Retirement Partners
California
$99K -$6.74K -84 -6%
GIA
138
GHP Investment Advisors
Colorado
$95K
CFGS
139
Concourse Financial Group Securities
Alabama
$93K -$290 -4 -0.3%
TWM
140
Tradition Wealth Management
Minnesota
$92K
SAM
141
Strategic Asset Management
Minnesota
$73K
BFPW
142
BOK Financial Private Wealth
Colorado
$72K +$14.9K +207 +26%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$67K +$67K +932 New
CS
144
Credit Suisse
Switzerland
$62K +$42.8K +593 +223%
BCMLT
145
Beacon Capital Management LLC (Tennessee)
Tennessee
$43K
PTC
146
Private Trust Company
Ohio
$35K
TFA
147
Transamerica Financial Advisors
Florida
$35K
AWM
148
Avior Wealth Management
Nebraska
$35K
AssetMark Inc
149
AssetMark Inc
California
$35K +$35K +487 New
SC
150
Stephens Consulting
Michigan
$32.7K -$10.5K -145 -24%