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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $659M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
58
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLA
126
Tanglewood Legacy Advisors
Texas
$263K +$966 +12 +0.4%
MCM
127
Mattern Capital Management
Colorado
$244K
AR
128
Apeiron RIA
Texas
$240K
SCA
129
Snowden Capital Advisors
New York
$238K
PIA
130
Perennial Investment Advisors
California
$237K +$237K +2,941 New
JWCA
131
J.W. Cole Advisors
Florida
$236K +$483 +6 +0.2%
C
132
CEDRUS
Colorado
$234K +$403 +5 +0.2%
SAM
133
SP Asset Management
California
$232K +$232K +2,876 New
AFP
134
Ausdal Financial Partners
Iowa
$229K +$1.13K +14 +0.5%
FPGK
135
Financial Partners Group (Kansas)
Kansas
$221K +$322 +4 +0.1%
AWA
136
Arkadios Wealth Advisors
Georgia
$219K -$10.1K -126 -4%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$216K +$66.4K +825 +44%
PMFA
138
Plante Moran Financial Advisors
Michigan
$215K
IF
139
Intrua Financial
Texas
$214K -$23.1K -295 -10%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$212K -$59.4K -738 -22%
GWM
141
Geneos Wealth Management
Colorado
$209K -$1.61K -20 -0.8%
GLA
142
Good Life Advisors
Pennsylvania
$202K -$14K -174 -6%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$201K +$201K +2,499 New
IWP
144
IAG Wealth Partners
Wisconsin
$183K -$44.2K -549 -19%
HPC
145
HM Payson & Co
Maine
$175K
HWA
146
HHM Wealth Advisors
Tennessee
$161K
TRCT
147
Tower Research Capital (TRC)
New York
$143K +$143K +1,781 New
IA
148
IFP Advisors
Florida
$137K -$148K -2,458 -52%
Citigroup
149
Citigroup
New York
$133K
GIA
150
GHP Investment Advisors
Colorado
$106K