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First Trust Large Cap Core AlphaDEX Fund

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$258K
DFA
152
DHJJ Financial Advisors
Illinois
$255K -$42K -423 -14%
AFG
153
ABLE Financial Group
Arizona
$227K
IA
154
Insight Advisors
Pennsylvania
$225K +$992 +10 +0.4%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$223K
NW
156
NewEdge Wealth
Pennsylvania
$218K
RG
157
Rathbones Group
United Kingdom
$218K +$218K +2,197 New
GLA
158
Good Life Advisors
Pennsylvania
$217K +$217K +2,191 New
HPC
159
HM Payson & Co
Maine
$216K
UCFA
160
United Capital Financial Advisors
Texas
$207K +$207K +2,089 New
MOS
161
MGO One Seven
Ohio
$203K +$203K +2,049 New
EIP
162
Ellis Investment Partners
Pennsylvania
$202K +$202K +2,031 New
SA
163
SpiderRock Advisors
Delaware
$201K +$201K +2,089 New
IWP
164
IAG Wealth Partners
Wisconsin
$200K
HWA
165
HHM Wealth Advisors
Tennessee
$198K
Citigroup
166
Citigroup
New York
$164K
AssetMark Inc
167
AssetMark Inc
California
$154K -$4.66K -47 -3%
PS
168
Principal Securities
Iowa
$154K
IA
169
IFP Advisors
Florida
$149K
CFGS
170
Concourse Financial Group Securities
Alabama
$117K
AWM
171
Avior Wealth Management
Nebraska
$110K +$61.3K +617 +125%
ITIM
172
Indiana Trust & Investment Management
Indiana
$109K +$109K +1,100 New
GIA
173
GHP Investment Advisors
Colorado
$71.9K +$198 +2 +0.3%
CTA
174
Colonial Trust Advisors
South Carolina
$66.5K
PWM
175
Partnership Wealth Management
Maryland
$58K