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First Trust Large Cap Core AlphaDEX Fund

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$10.7K
KA
177
Kozak & Associates
Colorado
$8.82K +$80 +1 +0.9%
AA
178
AlphaMark Advisors
Kentucky
$7K
GWSG
179
GPS Wealth Strategies Group
Colorado
$6.65K
SS
180
Sunbelt Securities
Texas
$5.56K +$81 +1 +1%
HCM
181
Hollencrest Capital Management
California
$5.27K
BFPW
182
BOK Financial Private Wealth
Colorado
$1.95K
NFSG
183
Newbridge Financial Services Group
Florida
$1.62K +$1.62K +20 New
HNB
184
Huntington National Bank
Ohio
$81 -$84
QPW
185
Quantum Private Wealth
Florida
-$1.3M -15,530 Closed
Goldman Sachs
186
Goldman Sachs
New York
-$1.01M -11,977 Closed
AWM
187
Apollon Wealth Management
South Carolina
-$742K -8,836 Closed
WA
188
Win Advisors
Florida
-$397K -5,447 Closed
Bank of New York Mellon
189
Bank of New York Mellon
New York
-$242K -2,885 Closed
IF
190
Intrua Financial
Texas
-$230K -2,736 Closed
PIAS
191
PCA Investment Advisory Services
Ohio
-$95.8K -1,140 Closed
IGWM
192
ICA Group Wealth Management
Colorado
-$58.1K -691 Closed
SIS
193
Sound Income Strategies
Florida
-$42K -500 Closed
WIM
194
WealthPlan Investment Management
Nebraska
-$5.22K -62 Closed
LOIP
195
Live Oak Investment Partners
Texas
-$27K