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First Trust Large Cap Core AlphaDEX Fund

160 hedge funds and large institutions have $579M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 6 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
42
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M -$4.53M -53,159 -4%
LPL Financial
2
LPL Financial
California
$72.8M -$155K -1,816 -0.2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$37.1M +$717K +8,405 +2%
UBS Group
4
UBS Group
Switzerland
$31.9M +$450K +5,270 +1%
Wells Fargo
5
Wells Fargo
California
$27.7M +$546K +6,403 +2%
Bank of America
6
Bank of America
North Carolina
$24M -$276K -3,230 -1%
Truist Financial
7
Truist Financial
North Carolina
$20.1M +$409K +4,799 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$17.2M -$82.8K -970 -0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.8M -$711K -8,341 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.5M +$400K +4,694 +3%
RJA
11
Raymond James & Associates
Florida
$15.2M +$244K +2,857 +2%
HSA
12
HBK Sorce Advisory
Pennsylvania
$12.2M +$57.5K +674 +0.5%
WP
13
WealthSource Partners
California
$8.67M +$414K +4,853 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.34M -$127K -1,484 -1%
UWM
15
USAdvisors Wealth Management
Minnesota
$7.84M +$826K +9,689 +12%
SPC
16
Sigma Planning Corp
Michigan
$7.74M -$2.28M -26,672 -23%
GIA
17
Gladstone Institutional Advisory
Florida
$7.24M -$124K -1,457 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.77M +$212K +2,483 +3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.62M +$6.14K +72 +0.1%
GVAG
20
Great Valley Advisor Group
Delaware
$5.43M -$504K -5,905 -8%
PAG
21
Private Advisor Group
New Jersey
$5.24M +$24.6K +288 +0.5%
US Bancorp
22
US Bancorp
Minnesota
$5.22M -$46.1K -540 -0.9%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.21M -$138K -1,619 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.01M +$938 +11 +0%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4.21M +$43.5K +510 +1%