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First Trust Large Cap Core AlphaDEX Fund

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
151
Good Life Advisors
Pennsylvania
$204K -$1.3K -16 -0.6%
AFG
152
ABLE Financial Group
Arizona
$201K +$201K +2,477 New
IWP
153
IAG Wealth Partners
Wisconsin
$182K -$2.43K -30 -1%
HPC
154
HM Payson & Co
Maine
$177K
HWA
155
HHM Wealth Advisors
Tennessee
$162K
Citigroup
156
Citigroup
New York
$134K
GRP
157
Global Retirement Partners
California
$122K +$23.8K +300 +24%
IA
158
IFP Advisors
Florida
$122K -$62.5K -771 -34%
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$121K +$121K +1,488 New
TWM
160
Tradition Wealth Management
Minnesota
$103K
AssetMark Inc
161
AssetMark Inc
California
$102K +$23K +284 +29%
CFGS
162
Concourse Financial Group Securities
Alabama
$98.1K -$9.25K -114 -9%
GIA
163
GHP Investment Advisors
Colorado
$58.3K -$48.1K -596 -45%
CTA
164
Colonial Trust Advisors
South Carolina
$54.3K
BCMLT
165
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.8K
AWM
166
Avior Wealth Management
Nebraska
$45.3K
TFA
167
Transamerica Financial Advisors
Florida
$40K
SC
168
Stephens Consulting
Michigan
$36.7K
HBW
169
Hazlett, Burt & Watson
West Virginia
$22K +$82 +1 +0.4%
LFG
170
Larson Financial Group
Missouri
$19.6K
CWM
171
Compass Wealth Management
Connecticut
$19.3K
TAM
172
Tucker Asset Management
Colorado
$13K +$2.11K +26 +19%
NC
173
NewSquare Capital
Pennsylvania
$12.6K
SSB
174
Sandy Spring Bank
Maryland
$12.2K
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$11.4K +$11.4K +141 New