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First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
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
$371K +$1.46K +14 +0.4%
MWM
128
Modern Wealth Management
Kansas
$359K -$27.2K -261 -7%
BTI
129
Blue Trust Inc
Georgia
$357K
TWM
130
Triton Wealth Management
Arizona
$353K
CCA
131
Clearwater Capital Advisors
Illinois
$344K -$1.22M -11,725 -78%
HIP
132
HUB Investment Partners
Texas
$344K +$344K +3,300 New
MFG
133
Merit Financial Group
Georgia
$344K +$20.1K +193 +6%
IAA
134
Independent Advisor Alliance
North Carolina
$338K +$338K +3,239 New
PWM
135
Perigon Wealth Management
California
$337K -$31.8K -295 -9%
GM
136
GeoWealth Management
Illinois
$337K +$307K +2,945 +1,041%
KWA
137
Kingswood Wealth Advisors
California
$336K +$336K +3,217 New
TLA
138
Tanglewood Legacy Advisors
Texas
$331K +$1.36K +13 +0.4%
SPC
139
Sigma Planning Corp
Michigan
$329K -$15.2K -146 -4%
T
140
Tidemark
California
$328K -$2.29K -22 -0.7%
VA
141
Valmark Advisers
Ohio
$327K
FWM
142
ForthRight Wealth Management
Georgia
$324K -$17.2K -165 -5%
MCM
143
Mattern Capital Management
Colorado
$316K
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
$314K
PIA
145
Perennial Investment Advisors
California
$314K +$1.25K +12 +0.4%
ECA
146
Elevation Capital Advisory
Oregon
$309K +$309K +2,964 New
SCA
147
Snowden Capital Advisors
New York
$309K
Neuberger Berman Group
148
Neuberger Berman Group
New York
$306K +$306K +2,930 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$303K -$230K -2,210 -43%
AR
150
Apeiron RIA
Texas
$302K