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First Trust Large Cap Core AlphaDEX Fund

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$122M +$4.98M +61,420 +4%
LPL Financial
2
LPL Financial
California
$63.9M -$4M -49,339 -6%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$36.9M +$889K +10,956 +2%
Wells Fargo
4
Wells Fargo
California
$33.6M +$1.02M +12,625 +3%
UBS Group
5
UBS Group
Switzerland
$19.6M -$34.6K -427 -0.2%
Bank of America
6
Bank of America
North Carolina
$15.8M -$279K -3,440 -2%
SOS
7
Silver Oak Securities
Tennessee
$15.8M -$2.48M -30,638 -14%
DA
8
Drake & Associates
Wisconsin
$15.5M +$314K +3,874 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15M -$555K -6,839 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.9M +$2.02M +24,866 +16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$14.5M -$227K -2,793 -2%
Truist Financial
12
Truist Financial
North Carolina
$14.4M +$53.8K +663 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.8M +$713K +8,797 +6%
HSA
14
HBK Sorce Advisory
Pennsylvania
$12.8M -$260K -3,207 -2%
RJA
15
Raymond James & Associates
Florida
$12.2M +$1.83M +22,592 +18%
WP
16
WealthSource Partners
California
$12.1M -$7.14K -88 -0.1%
CF
17
Centaurus Financial
California
$11.2M +$622K +7,672 +6%
KAS
18
Kestra Advisory Services
Texas
$10.7M +$243K +2,996 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.09M +$1.38M +17,072 +18%
PAG
20
Private Advisor Group
New Jersey
$7.63M +$510K +6,290 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.43M +$366K +4,514 +6%
GVAG
22
Great Valley Advisor Group
Delaware
$5.74M -$214K -2,641 -4%
TCM
23
Triumph Capital Management
Colorado
$5.55M +$741K +9,132 +15%
UWM
24
USAdvisors Wealth Management
Minnesota
$5.44M +$644K +7,940 +13%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.28M -$836K -10,309 -14%