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First Trust Large Cap Core AlphaDEX Fund

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$348K +$198 +2 +0.1%
TSW
127
Three Seasons Wealth
Utah
$348K
PWM
128
Perigon Wealth Management
California
$339K
BTI
129
Blue Trust Inc
Georgia
$339K
MFG
130
Merit Financial Group
Georgia
$332K -$33.7K -353 -9%
VA
131
Valmark Advisers
Ohio
$329K +$18K +181 +6%
GM
132
GeoWealth Management
Illinois
$329K +$329K +3,312 New
TLA
133
Tanglewood Legacy Advisors
Texas
$312K -$14.8K -149 -5%
NS
134
NBC Securities
Alabama
$311K -$50.9K -497 -14%
TWM
135
Triton Wealth Management
Arizona
$309K +$191 +2 +0.1%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$304K +$21.2K +214 +8%
MCM
137
Mattern Capital Management
Colorado
$301K
SHGA
138
Sand Hill Global Advisors
California
$298K -$4.86K -49 -2%
PIA
139
Perennial Investment Advisors
California
$296K +$1.99K +20 +0.7%
IW
140
Imprint Wealth
South Carolina
$295K +$48.9K +495 +20%
AR
141
Apeiron RIA
Texas
$294K -$794 -8 -0.3%
SCA
142
Snowden Capital Advisors
New York
$294K
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$285K
PTC
144
Private Trust Company
Ohio
$282K -$14.5K -146 -5%
FPGK
145
Financial Partners Group (Kansas)
Kansas
$274K +$298 +3 +0.1%
BWA
146
BlueChip Wealth Advisors
Georgia
$273K
AFP
147
Ausdal Financial Partners
Iowa
$270K -$9.92K -100 -4%
DA
148
Drake & Associates
Wisconsin
$270K -$38.1K -384 -12%
JWCA
149
J.W. Cole Advisors
Florida
$265K +$298 +3 +0.1%
PMFA
150
Plante Moran Financial Advisors
Michigan
$265K