FEX icon

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 %
PWM
176
Partnership Wealth Management
Maryland
$56.6K
BCMLT
177
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.2K
AWM
178
Avior Wealth Management
Nebraska
$47.9K -$59.8K -617 -56%
SC
179
Stephens Consulting
Michigan
$44.1K +$97 +1 +0.2%
GRP
180
Global Retirement Partners
California
$39.2K
ME
181
McIlrath & Eck
Washington
$30.3K
SA
182
Scarborough Advisors
Maryland
$29.3K
HBW
183
Hazlett, Burt & Watson
West Virginia
$26K
LFG
184
Larson Financial Group
Missouri
$23.6K
CWM
185
Compass Wealth Management
Connecticut
$23.1K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$18.8K +$18.8K +194 New
CA
187
CoreCap Advisors
Michigan
$17.5K
SAM
188
Smartleaf Asset Management
Massachusetts
$15.3K
SSB
189
Sandy Spring Bank
Maryland
$14.5K
CFD
190
Creative Financial Designs
Indiana
$12.9K -$2.33K -24 -15%
PA
191
Pineridge Advisors
Missouri
$10.8K
KA
192
Kozak & Associates
Colorado
$10.7K
LFA
193
Legend Financial Advisors
Pennsylvania
$9.7K +$9.7K +100 New
AA
194
AlphaMark Advisors
Kentucky
$9K
GWSG
195
GPS Wealth Strategies Group
Colorado
$7.95K
TWP
196
Triad Wealth Partners
Kansas
$7.57K +$7.57K +78 New
SS
197
Sunbelt Securities
Texas
$6.7K
FNWA
198
Financial Network Wealth Advisors
Utah
$6.6K +$6.6K +68 New
HCM
199
Hollencrest Capital Management
California
$6.3K
HNB
200
Huntington National Bank
Ohio
$3.4K -$3.47K