FEX icon

First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $644M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
66
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
151
GHP Investment Advisors
Colorado
$106K
CFGS
152
Concourse Financial Group Securities
Alabama
$103K +$240 +3 +0.2%
TWM
153
Tradition Wealth Management
Minnesota
$102K
GRP
154
Global Retirement Partners
California
$98.9K +$80 +1 +0.1%
CTA
155
Colonial Trust Advisors
South Carolina
$53.6K +$53.6K +670 New
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.6K -$2.32K -29 -5%
AssetMark Inc
157
AssetMark Inc
California
$41.5K +$2.48K +31 +6%
AWM
158
Avior Wealth Management
Nebraska
$39.6K
PTC
159
Private Trust Company
Ohio
$39K
TFA
160
Transamerica Financial Advisors
Florida
$39K
AA
161
AlphaMark Advisors
Kentucky
$39K +$31.8K +400 +444%
SC
162
Stephens Consulting
Michigan
$36.3K
IGWM
163
ICA Group Wealth Management
Colorado
$28K +$28K +350 New
WHG
164
Westwood Holdings Group
Texas
$27K +$27K +333 New
LFG
165
Larson Financial Group
Missouri
$19.4K
CWM
166
Compass Wealth Management
Connecticut
$19.1K +$19.1K +238 New
AF
167
Allworth Financial
California
$18K +$160 +2 +0.9%
LAM
168
Lakewood Asset Management
Illinois
$16K +$16K +200 New
CA
169
CoreCap Advisors
Michigan
$14.8K +$14.8K +185 New
SSB
170
Sandy Spring Bank
Maryland
$12K
TAM
171
Tucker Asset Management
Colorado
$11.8K
KA
172
Kozak & Associates
Colorado
$9K
CFD
173
Creative Financial Designs
Indiana
$6.47K +$80 +1 +1%
HCM
174
Hollencrest Capital Management
California
$5.21K +$5.21K +65 New
CA
175
Clearstead Advisors
Ohio
$4.56K +$4.56K +57 New