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First Trust Large Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $560M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
68
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M +$2.66M +33,193 +2%
LPL Financial
2
LPL Financial
California
$65.5M +$834K +10,410 +1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$33.1M -$2.38M -29,761 -7%
Wells Fargo
4
Wells Fargo
California
$29.9M -$4.65M -58,092 -13%
UBS Group
5
UBS Group
Switzerland
$29.3M -$697K -8,709 -2%
Bank of America
6
Bank of America
North Carolina
$25.6M -$6.76M -84,385 -21%
Truist Financial
7
Truist Financial
North Carolina
$18.5M -$13.9K -173 -0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$17.4M -$693K -8,655 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.5M -$669K -8,355 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$14.6M +$815K +10,173 +6%
RJA
11
Raymond James & Associates
Florida
$13.6M -$6.15M -76,852 -31%
HSA
12
HBK Sorce Advisory
Pennsylvania
$11.4M -$478K -5,964 -4%
SPC
13
Sigma Planning Corp
Michigan
$8.64M +$8.02M +100,186 +1,297%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.36M -$2.19M -27,367 -21%
UWM
15
USAdvisors Wealth Management
Minnesota
$7.08M +$7.08M +88,349 New
WP
16
WealthSource Partners
California
$6.55M +$6.55M +81,819 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.85M +$3.01M +37,549 +106%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$5.26M -$181K -2,262 -3%
GVAG
19
Great Valley Advisor Group
Delaware
$5.14M -$9.85K -123 -0.2%
PAG
20
Private Advisor Group
New Jersey
$5.02M -$123K -1,535 -2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.88M -$310K -3,870 -6%
US Bancorp
22
US Bancorp
Minnesota
$4.86M -$299K -3,735 -6%
HI
23
Harbour Investments
Wisconsin
$3.91M +$3.91M +48,810 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.81M -$47.4K -592 -1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.77M +$345K +4,307 +10%