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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $644M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
66
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.9M -$1.02M -12,756 -1%
LPL Financial
2
LPL Financial
California
$78.3M +$10.6M +132,074 +16%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$37.6M -$191K -2,380 -0.5%
GVAG
4
Great Valley Advisor Group
Delaware
$36.2M -$42K -525 -0.1%
Wells Fargo
5
Wells Fargo
California
$35.7M +$3.32M +41,469 +10%
HSA
6
HBK Sorce Advisory
Pennsylvania
$26.4M +$13.9M +173,328 +111%
UBS Group
7
UBS Group
Switzerland
$21.4M +$81.5K +1,018 +0.4%
Bank of America
8
Bank of America
North Carolina
$20M -$2.12M -26,447 -10%
SOS
9
Silver Oak Securities
Tennessee
$18.4M +$2.77M +34,644 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$15.5M +$30.3K +379 +0.2%
RJA
11
Raymond James & Associates
Florida
$15M +$3.86M +48,152 +35%
Truist Financial
12
Truist Financial
North Carolina
$14.9M -$542K -6,773 -4%
DA
13
Drake & Associates
Wisconsin
$14M +$2.72K +34 +0%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13.6M -$189K -2,356 -1%
KAS
15
Kestra Advisory Services
Texas
$12.9M +$2.08M +25,963 +19%
Osaic Holdings
16
Osaic Holdings
Arizona
$12.3M +$641K +8,008 +6%
WP
17
WealthSource Partners
California
$11.4M +$279K +3,490 +3%
CF
18
Centaurus Financial
California
$10.1M +$1.98M +24,771 +24%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$8.83M -$9.85K -123 -0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.96M +$1.6M +19,983 +25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.2M +$246K +3,073 +4%
UWM
22
USAdvisors Wealth Management
Minnesota
$5.84M -$175K -2,190 -3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.76M +$327K +4,083 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.29M +$563K +7,037 +12%
DADC
25
D.A. Davidson & Co
Montana
$4.94M +$301K +3,764 +6%