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First Trust Large Cap Core AlphaDEX Fund

178 hedge funds and large institutions have $659M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
58
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.7M +$1.29M +16,057 +1%
LPL Financial
2
LPL Financial
California
$74.2M -$4.44M -55,211 -6%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$38.9M +$1.08M +13,406 +3%
Wells Fargo
4
Wells Fargo
California
$37.6M +$1.63M +20,285 +5%
GVAG
5
Great Valley Advisor Group
Delaware
$35.3M -$1.1M -13,643 -3%
RJA
6
Raymond James & Associates
Florida
$24M +$8.93M +110,944 +59%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.3M +$9.61M +119,399 +70%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$22.9M +$17.6M +218,362 +330%
UBS Group
9
UBS Group
Switzerland
$20.2M -$1.37M -17,078 -6%
Bank of America
10
Bank of America
North Carolina
$19.9M -$143K -1,779 -0.7%
SOS
11
Silver Oak Securities
Tennessee
$17.9M -$519K -6,442 -3%
Truist Financial
12
Truist Financial
North Carolina
$15.1M +$150K +1,867 +1%
DA
13
Drake & Associates
Wisconsin
$14.5M +$467K +5,802 +3%
HSA
14
HBK Sorce Advisory
Pennsylvania
$13.4M -$13.1M -162,726 -49%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.1M +$822K +10,208 +7%
WP
16
WealthSource Partners
California
$12.9M +$1.45M +18,054 +13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M +$3.59M +44,610 +45%
KAS
18
Kestra Advisory Services
Texas
$11.6M -$1.38M -17,191 -11%
CF
19
Centaurus Financial
California
$10.2M -$15.1K -187 -0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$7.41M -$1.46M -18,174 -16%
PAG
21
Private Advisor Group
New Jersey
$7.07M +$1.11M +13,850 +19%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.75M -$480K -5,958 -8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.66M -$127K -1,579 -2%
UWM
24
USAdvisors Wealth Management
Minnesota
$5.61M -$268K -3,330 -5%
DADC
25
D.A. Davidson & Co
Montana
$4.97M +$1.29K +16 +0%