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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$14.1K +$2.25K +25 +19%
NC
177
NewSquare Capital
Pennsylvania
$14K
SSB
178
Sandy Spring Bank
Maryland
$13.5K
KA
179
Kozak & Associates
Colorado
$9.82K
AA
180
AlphaMark Advisors
Kentucky
$8K
GWSG
181
GPS Wealth Strategies Group
Colorado
$7.39K
SS
182
Sunbelt Securities
Texas
$6.21K
HCM
183
Hollencrest Capital Management
California
$5.86K
HNB
184
Huntington National Bank
Ohio
$3.16K -$81
TAM
185
Tucker Asset Management
Colorado
$2.53K -$11.9K -132 -83%
BFPW
186
BOK Financial Private Wealth
Colorado
$2.16K
NFSG
187
Newbridge Financial Services Group
Florida
$1.8K
TRCT
188
Tower Research Capital (TRC)
New York
$90 -$606K -6,734 -100%
AI
189
Atria Investments
North Carolina
-$2.54M -31,346 Closed
KAS
190
KPP Advisory Services
Kentucky
-$2.31M -28,541 Closed
OPS
191
Orion Portfolio Solutions
Nebraska
-$728K -8,973 Closed
BCI
192
Brinker Capital Investments
Pennsylvania
-$728K -8,973 Closed
RFWA
193
RPg Family Wealth Advisory
Massachusetts
-$523K -6,455 Closed
VF
194
Virtu Financial
New York
-$403K -4,966 Closed
JF
195
Joule Financial
Kentucky
-$354K -4,365 Closed
GM
196
GeoWealth Management
Illinois
-$249K -3,074 Closed
C
197
CEDRUS
Colorado
-$236K -2,915 Closed
SAM
198
SP Asset Management
California
-$234K -2,887 Closed
Ameriprise
199
Ameriprise
Minnesota
-$217K -2,681 Closed
GLA
200
Good Life Advisors
Pennsylvania
-$204K -2,517 Closed