FEX icon

First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $659M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
58
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$105K +$1.93K +24 +2%
TWM
152
Tradition Wealth Management
Minnesota
$102K
GRP
153
Global Retirement Partners
California
$97.1K +$79 +1 +0.1%
HGERS
154
Householder Group Estate & Retirement Specialist
Arizona
$75K +$75K +932 New
IGWM
155
ICA Group Wealth Management
Colorado
$55.6K +$27.4K +340 +97%
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.8K +$10.9K +136 +25%
CTA
157
Colonial Trust Advisors
South Carolina
$53.9K
AWM
158
Avior Wealth Management
Nebraska
$44.9K +$5.15K +64 +13%
AssetMark Inc
159
AssetMark Inc
California
$39.2K -$2.5K -31 -6%
TFA
160
Transamerica Financial Advisors
Florida
$39K
PTC
161
Private Trust Company
Ohio
$38.8K
SC
162
Stephens Consulting
Michigan
$36.5K
HBW
163
Hazlett, Burt & Watson
West Virginia
$21K +$21K +267 New
LFG
164
Larson Financial Group
Missouri
$19.5K
CWM
165
Compass Wealth Management
Connecticut
$19.2K
AF
166
Allworth Financial
California
$18.2K +$80 +1 +0.4%
TAM
167
Tucker Asset Management
Colorado
$16K +$4.19K +52 +35%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$15.5K -$128 -1,592 -0.8%
NC
169
NewSquare Capital
Pennsylvania
$12.5K +$12.5K +155 New
SSB
170
Sandy Spring Bank
Maryland
$12.1K
KA
171
Kozak & Associates
Colorado
$8.75K +$80 +1 +0.9%
AA
172
AlphaMark Advisors
Kentucky
$7K -$31.1K -400 -82%
GWSG
173
GPS Wealth Strategies Group
Colorado
$6.6K +$6.6K +82 New
CFD
174
Creative Financial Designs
Indiana
$6.53K
SS
175
Sunbelt Securities
Texas
$5.39K +$5.39K +68 New