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First Trust Large Cap Core AlphaDEX Fund

203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
126
Bordeaux Wealth Advisors
California
$371K
CP
127
Camelot Portfolios
Ohio
$369K -$417 -4 -0.1%
PWM
128
Perigon Wealth Management
California
$356K
SPC
129
Sigma Planning Corp
Michigan
$344K -$506K -4,862 -60%
FWM
130
ForthRight Wealth Management
Georgia
$340K -$406K -3,898 -54%
TWM
131
Triton Wealth Management
Arizona
$337K +$311 +3 +0.1%
BTI
132
Blue Trust Inc
Georgia
$332K
T
133
Tidemark
California
$330K
TLA
134
Tanglewood Legacy Advisors
Texas
$329K +$1.15K +11 +0.3%
VA
135
Valmark Advisers
Ohio
$327K
MFG
136
Merit Financial Group
Georgia
$323K -$22.1K -212 -6%
MCM
137
Mattern Capital Management
Colorado
$316K
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$314K +$14.8K +142 +5%
PIA
139
Perennial Investment Advisors
California
$312K +$938 +9 +0.3%
SCA
140
Snowden Capital Advisors
New York
$308K -$53.2K -511 -15%
AR
141
Apeiron RIA
Texas
$301K -$7.29K -70 -2%
NS
142
NBC Securities
Alabama
$300K -$6.55K -63 -2%
PTC
143
Private Trust Company
Ohio
$296K
EAM
144
Eukles Asset Management
Ohio
$293K -$97.5K -936 -25%
SWM
145
Spire Wealth Management
Virginia
$292K -$73.4K -705 -20%
FPGK
146
Financial Partners Group (Kansas)
Kansas
$289K +$313 +3 +0.1%
RG
147
Rathbones Group
United Kingdom
$289K +$62.1K +596 +27%
AFP
148
Ausdal Financial Partners
Iowa
$283K -$938 -9 -0.3%
WWM
149
Western Wealth Management
Colorado
$280K -$21.1K -203 -7%
JWCA
150
J.W. Cole Advisors
Florida
$279K +$938 +9 +0.3%