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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$203K +$203K +2,250 New
IA
152
IFG Advisory
Georgia
$201K +$201K +2,226 New
HPC
153
HM Payson & Co
Maine
$197K
IWP
154
IAG Wealth Partners
Wisconsin
$182K -$20.7K -230 -10%
HWA
155
HHM Wealth Advisors
Tennessee
$180K
Citigroup
156
Citigroup
New York
$149K
AssetMark Inc
157
AssetMark Inc
California
$144K +$30.7K +341 +27%
PS
158
Principal Securities
Iowa
$140K +$140K +1,550 New
IA
159
IFP Advisors
Florida
$135K +$90 +1 +0.1%
TWM
160
Tradition Wealth Management
Minnesota
$114K
CFGS
161
Concourse Financial Group Securities
Alabama
$106K -$2.62K -29 -2%
GIA
162
GHP Investment Advisors
Colorado
$65.2K
IGWM
163
ICA Group Wealth Management
Colorado
$62.4K +$62.4K +693 New
CTA
164
Colonial Trust Advisors
South Carolina
$60.4K
PWM
165
Partnership Wealth Management
Maryland
$52.9K +$52.9K +584 New
GRP
166
Global Retirement Partners
California
$52.6K -$84.1K -945 -62%
AWM
167
Avior Wealth Management
Nebraska
$44.5K -$5.77K -64 -11%
BCMLT
168
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K
SC
169
Stephens Consulting
Michigan
$40.8K
SA
170
Scarborough Advisors
Maryland
$37.2K +$37.2K +413 New
HBW
171
Hazlett, Burt & Watson
West Virginia
$24K +$89 +1 +0.4%
LFG
172
Larson Financial Group
Missouri
$21.8K
CWM
173
Compass Wealth Management
Connecticut
$21.5K
PA
174
Pineridge Advisors
Missouri
$14.8K +$14.8K +164 New
SAM
175
Smartleaf Asset Management
Massachusetts
$14.3K +$14.3K +158 New