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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLA
126
Tanglewood Legacy Advisors
Texas
$297K
TWM
127
Triton Wealth Management
Arizona
$288K +$356 +4 +0.1%
VA
128
Valmark Advisers
Ohio
$283K -$129K -1,432 -31%
DA
129
Drake & Associates
Wisconsin
$280K -$16.9M -187,471 -98%
BTI
130
Blue Trust Inc
Georgia
$277K -$15.4K -190 -5%
SHGA
131
Sand Hill Global Advisors
California
$275K
MCM
132
Mattern Capital Management
Colorado
$273K
DFA
133
DHJJ Financial Advisors
Illinois
$270K -$31.6K -350 -10%
PTC
134
Private Trust Company
Ohio
$270K
AR
135
Apeiron RIA
Texas
$268K -$1.08K -12 -0.4%
PIA
136
Perennial Investment Advisors
California
$267K
SCA
137
Snowden Capital Advisors
New York
$267K
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$259K +$125K +1,388 +93%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$257K +$15.9K +176 +7%
AFP
140
Ausdal Financial Partners
Iowa
$255K +$90 +1 +0%
FPGK
141
Financial Partners Group (Kansas)
Kansas
$249K +$451 +5 +0.2%
BWA
142
BlueChip Wealth Advisors
Georgia
$248K +$248K +2,752 New
PMFA
143
Plante Moran Financial Advisors
Michigan
$241K
JWCA
144
J.W. Cole Advisors
Florida
$240K +$541 +6 +0.2%
GWM
145
Geneos Wealth Management
Colorado
$234K
TFS
146
Thoroughbred Financial Services
Tennessee
$232K
IW
147
Imprint Wealth
South Carolina
$225K -$103K -1,146 -32%
NW
148
NewEdge Wealth
Pennsylvania
$207K +$207K +2,301 New
AFG
149
ABLE Financial Group
Arizona
$206K -$17.4K -193 -8%
IA
150
Insight Advisors
Pennsylvania
$203K +$203K +2,255 New