FEX icon

First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
151
Three Seasons Wealth
Utah
$300K +$28.7K +275 +11%
PTC
152
Private Trust Company
Ohio
$297K
RG
153
Rathbones Group
United Kingdom
$290K +$1.25K +12 +0.4%
FPGK
154
Financial Partners Group (Kansas)
Kansas
$290K +$522 +5 +0.2%
AFP
155
Ausdal Financial Partners
Iowa
$284K +$626 +6 +0.2%
JWCA
156
J.W. Cole Advisors
Florida
$280K +$626 +6 +0.2%
EAM
157
Eukles Asset Management
Ohio
$280K -$13.5K -129 -5%
PMFA
158
Plante Moran Financial Advisors
Michigan
$278K
SWM
159
Spire Wealth Management
Virginia
$278K -$14.1K -135 -5%
IA
160
IFP Advisors
Florida
$275K +$521 +5 +0.2%
TRCT
161
Tower Research Capital (TRC)
New York
$265K -$107K -1,025 -29%
GWM
162
Geneos Wealth Management
Colorado
$264K +$104 +1 +0%
SHGA
163
Sand Hill Global Advisors
California
$261K -$11.4K -109 -4%
WWM
164
Western Wealth Management
Colorado
$260K -$20.4K -196 -7%
DFA
165
DHJJ Financial Advisors
Illinois
$257K
AFG
166
ABLE Financial Group
Arizona
$246K -$939 -9 -0.4%
Q1WB
167
Quest 10 Wealth Builders
Virginia
$246K +$246K +2,354 New
WEG
168
World Equity Group
Illinois
$241K -$27.1K -260 -10%
NW
169
NewEdge Wealth
Pennsylvania
$240K
IA
170
Insight Advisors
Pennsylvania
$238K
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$235K
HPC
172
HM Payson & Co
Maine
$223K -$4.49K -43 -2%
BWA
173
BlueChip Wealth Advisors
Georgia
$220K
UCFA
174
United Capital Financial Advisors
Texas
$218K
BlackRock
175
BlackRock
New York
$218K +$218K +2,089 New