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First Trust Large Cap Core AlphaDEX Fund

203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
151
Plante Moran Financial Advisors
Michigan
$278K
IA
152
IFP Advisors
Florida
$274K +$118K +1,130 +75%
SHGA
153
Sand Hill Global Advisors
California
$272K -$29.3K -281 -10%
TSW
154
Three Seasons Wealth
Utah
$271K -$70.3K -675 -21%
WEG
155
World Equity Group
Illinois
$268K +$268K +2,568 New
GWM
156
Geneos Wealth Management
Colorado
$264K -$6.77K -65 -3%
DFA
157
DHJJ Financial Advisors
Illinois
$257K
AFG
158
ABLE Financial Group
Arizona
$247K
NW
159
NewEdge Wealth
Pennsylvania
$240K
IA
160
Insight Advisors
Pennsylvania
$237K +$521 +5 +0.2%
PWPS
161
Pinnacle Wealth Planning Services
Ohio
$234K
HPC
162
HM Payson & Co
Maine
$227K
BWA
163
BlueChip Wealth Advisors
Georgia
$220K
UCFA
164
United Capital Financial Advisors
Texas
$218K
SA
165
SpiderRock Advisors
Delaware
$218K
MOS
166
MGO One Seven
Ohio
$213K +$213K +2,049 New
EIP
167
Ellis Investment Partners
Pennsylvania
$213K +$213K +2,043 New
HWA
168
HHM Wealth Advisors
Tennessee
$208K
IWP
169
IAG Wealth Partners
Wisconsin
$207K -$3.13K -30 -1%
CIA
170
Concurrent Investment Advisors
Florida
$207K +$207K +1,986 New
AssetMark Inc
171
AssetMark Inc
California
$175K +$34.3K +329 +24%
Citigroup
172
Citigroup
New York
$172K -$124K -1,195 -42%
PS
173
Principal Securities
Iowa
$164K +$2.92K +28 +2%
ITIM
174
Indiana Trust & Investment Management
Indiana
$115K
CFGS
175
Concourse Financial Group Securities
Alabama
$114K -$4.79K -46 -4%