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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $644M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
66
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$270K +$80 +1 +0%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$270K +$83.7K +1,045 +45%
RFWA
128
RPg Family Wealth Advisory
Massachusetts
$261K -$61.9K -773 -19%
TLA
129
Tanglewood Legacy Advisors
Texas
$261K +$261K +3,256 New
PFG
130
Peterson Financial Group
Iowa
$249K +$400 +5 +0.2%
IF
131
Intrua Financial
Texas
$247K -$14.5K -178 -6%
SWM
132
Spire Wealth Management
Virginia
$244K +$82.5K +1,031 +51%
MCM
133
Mattern Capital Management
Colorado
$243K -$12.3K -154 -5%
AR
134
Apeiron RIA
Texas
$238K +$80 +1 +0%
SCA
135
Snowden Capital Advisors
New York
$237K +$80 +1 +0%
FPGK
136
Financial Partners Group (Kansas)
Kansas
$235K +$235K +2,746 New
JWCA
137
J.W. Cole Advisors
Florida
$234K +$641 +8 +0.3%
C
138
CEDRUS
Colorado
$233K -$7.69K -96 -3%
AWA
139
Arkadios Wealth Advisors
Georgia
$227K +$227K +2,841 New
AFP
140
Ausdal Financial Partners
Iowa
$227K -$1.48M -18,499 -87%
IWP
141
IAG Wealth Partners
Wisconsin
$226K +$36.4K +455 +19%
GLA
142
Good Life Advisors
Pennsylvania
$215K -$12.7K -158 -6%
PMFA
143
Plante Moran Financial Advisors
Michigan
$214K
IAIM
144
International Assets Investment Management
Florida
$210K +$210K +2,620 New
GWM
145
Geneos Wealth Management
Colorado
$210K +$1.6K +20 +0.8%
PAG
146
Private Advisor Group
New Jersey
$209K +$9.37K +3,310 +5%
HPC
147
HM Payson & Co
Maine
$175K
HWA
148
HHM Wealth Advisors
Tennessee
$160K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$149K -$24K -300 -14%
Citigroup
150
Citigroup
New York
$133K