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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 %
BWM
201
Bernard Wealth Management
Michigan
$18.6K +$18.6K +178 New
SAM
202
Smartleaf Asset Management
Massachusetts
$16.5K
SSB
203
Sandy Spring Bank
Maryland
$15.6K
TAM
204
Tucker Asset Management
Colorado
$14.2K +$8.14K +78 +134%
CFD
205
Creative Financial Designs
Indiana
$14K
QCG
206
Quadrant Capital Group
Ohio
$12.5K
KA
207
Kozak & Associates
Colorado
$11.8K +$105 +1 +0.9%
AA
208
AlphaMark Advisors
Kentucky
$9K
SS
209
Sunbelt Securities
Texas
$7.26K
HCM
210
Hollencrest Capital Management
California
$6.78K
SAM
211
Synergy Asset Management
Washington
$1.25K +$1.25K +12 New
NS
212
NBC Securities
Alabama
$299 -$431K -2,884 -100%
IAIM
213
International Assets Investment Management
Florida
-$1.72K -178,620 Closed
VF
214
Virtu Financial
New York
-$1.3M -12,471 Closed
WP
215
WealthPLAN Partners
Nebraska
-$722K -6,928 Closed
1W
216
1776 Wealth
Georgia
-$672K -6,447 Closed
AI
217
Atria Investments
North Carolina
-$391K -3,757 Closed
EIP
218
Ellis Investment Partners
Pennsylvania
-$213K -2,043 Closed
PWM
219
Partnership Wealth Management
Maryland
-$60.8K -584 Closed
ME
220
McIlrath & Eck
Washington
-$32.8K -315 Closed
PA
221
Pineridge Advisors
Missouri
-$11.6K -111 Closed
GWSG
222
GPS Wealth Strategies Group
Colorado
-$8.54K -82 Closed