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First Trust Large Cap Core AlphaDEX Fund

199 hedge funds and large institutions have $682M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$252K +$97 +1 +0%
DFA
152
DHJJ Financial Advisors
Illinois
$239K -$10.2K -105 -4%
AFG
153
ABLE Financial Group
Arizona
$230K +$8.34K +86 +4%
NW
154
NewEdge Wealth
Pennsylvania
$223K
IA
155
Insight Advisors
Pennsylvania
$220K +$388 +4 +0.2%
PWPS
156
Pinnacle Wealth Planning Services
Ohio
$218K
IA
157
IFG Advisory
Georgia
$214K +$214K +2,203 New
HPC
158
HM Payson & Co
Maine
$211K
RG
159
Rathbones Group
United Kingdom
$211K -$2.13K -22 -1%
GLA
160
Good Life Advisors
Pennsylvania
$207K -$5.72K -59 -3%
BWA
161
BlueChip Wealth Advisors
Georgia
$205K -$62.4K -643 -23%
SA
162
SpiderRock Advisors
Delaware
$203K
UCFA
163
United Capital Financial Advisors
Texas
$203K
IWP
164
IAG Wealth Partners
Wisconsin
$196K
HWA
165
HHM Wealth Advisors
Tennessee
$194K
IAIM
166
International Assets Investment Management
Florida
$166K +$166K +1,715 New
TAM
167
Tucker Asset Management
Colorado
$165K +$160K +1,651 +3,115%
PS
168
Principal Securities
Iowa
$150K
IA
169
IFP Advisors
Florida
$145K
AssetMark Inc
170
AssetMark Inc
California
$131K -$20.2K -208 -13%
ATPW
171
Ashton Thomas Private Wealth
Arizona
$123K +$123K +1,273 New
CFGS
172
Concourse Financial Group Securities
Alabama
$111K -$3.78K -39 -3%
ITIM
173
Indiana Trust & Investment Management
Indiana
$107K
CTA
174
Colonial Trust Advisors
South Carolina
$65K
GIA
175
GHP Investment Advisors
Colorado
$60.4K -$9.9K -102 -14%