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First Trust Large Cap Core AlphaDEX Fund

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$118M -$1.17M -12,684 -1%
LPL Financial
2
LPL Financial
California
$80.9M +$2.09M +22,669 +3%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$41.3M +$1.14M +12,328 +3%
Wells Fargo
4
Wells Fargo
California
$35.9M +$5.97M +64,699 +20%
UBS Group
5
UBS Group
Switzerland
$30.3M -$4.21M -45,606 -12%
Bank of America
6
Bank of America
North Carolina
$25.8M -$210K -2,279 -0.8%
Truist Financial
7
Truist Financial
North Carolina
$18.5M -$3.28M -35,494 -15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.2M +$1.02M +11,071 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.5M +$652K +7,062 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.3M -$1.29M -13,983 -7%
RJA
11
Raymond James & Associates
Florida
$16M -$442K -4,785 -3%
HSA
12
HBK Sorce Advisory
Pennsylvania
$13M -$176K -1,911 -1%
WP
13
WealthSource Partners
California
$9.4M +$14.6K +158 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.85M -$182K -1,971 -2%
UWM
15
USAdvisors Wealth Management
Minnesota
$8.58M +$85.1K +922 +1%
GIA
16
Gladstone Institutional Advisory
Florida
$7.04M -$802K -8,682 -10%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6.96M +$2.4M +26,009 +53%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$6.33M +$240K +2,601 +4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.29M -$1.03M -11,171 -14%
PAG
20
Private Advisor Group
New Jersey
$5.93M +$263K +2,852 +5%
GVAG
21
Great Valley Advisor Group
Delaware
$5.47M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.34M -$300K -3,248 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.92M -$495K -5,365 -9%
AWM
24
AE Wealth Management
Kansas
$4.73M +$243K +2,636 +5%
US Bancorp
25
US Bancorp
Minnesota
$4.67M -$976K -10,568 -17%