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First Trust Large Cap Core AlphaDEX Fund

129 hedge funds and large institutions have $453M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
61
Closed
13
Calls
$494K
Puts
$3.35M
Net Calls
-$2.85M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.3M -$6.28M -99,329 -7%
LPL Financial
2
LPL Financial
California
$57.6M -$4.47M -70,693 -7%
Wells Fargo
3
Wells Fargo
California
$28.7M -$1.13M -17,874 -4%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$27.5M +$2.31M +36,485 +9%
Bank of America
5
Bank of America
North Carolina
$27M +$113K +1,793 +0.4%
UBS Group
6
UBS Group
Switzerland
$26M -$3.26M -51,631 -11%
RJA
7
Raymond James & Associates
Florida
$15.7M -$1.24M -19,676 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$15.7M -$4.36M -68,976 -22%
Truist Financial
9
Truist Financial
North Carolina
$14.8M -$807K -12,768 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.8M -$1.13M -17,831 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.7M +$744K +11,773 +6%
HSA
12
HBK Sorce Advisory
Pennsylvania
$9.57M +$1.66M +26,252 +21%
FWM
13
Frontier Wealth Management
Missouri
$8.17M -$147K -2,330 -2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$7.01M +$481K +7,602 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.92M -$2.53M -39,997 -27%
First Trust Advisors
16
First Trust Advisors
Illinois
$4.39M +$4.39M +69,468 New
GVAG
17
Great Valley Advisor Group
Delaware
$4.16M +$261K +4,135 +7%
US Bancorp
18
US Bancorp
Minnesota
$4.12M -$112K -1,774 -3%
PAG
19
Private Advisor Group
New Jersey
$4.1M -$15.1K -239 -0.4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.64M -$23.4K -370 -0.6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.34M -$1.54M -24,290 -32%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.34M +$1.01M +15,976 +43%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.77M +$238K +3,765 +9%
CP
24
Camelot Portfolios
Ohio
$2.7M +$1.3M +20,593 +93%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.12M -$282K -4,454 -12%