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First Trust Large Cap Core AlphaDEX Fund

187 hedge funds and large institutions have $710M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
55
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$202M +$65.6M +727,864 +48%
LPL Financial
2
LPL Financial
California
$70.3M -$678K -7,522 -1%
Wells Fargo
3
Wells Fargo
California
$46M +$8.55M +94,813 +23%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$42.2M +$1.16M +12,886 +3%
UBS Group
5
UBS Group
Switzerland
$23.4M +$1.57M +17,447 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.5M +$1.82M +20,187 +11%
Bank of America
7
Bank of America
North Carolina
$17.4M -$187K -2,075 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$17.3M +$1.18M +13,138 +7%
SOS
9
Silver Oak Securities
Tennessee
$15.7M -$1.88M -20,837 -11%
Truist Financial
10
Truist Financial
North Carolina
$15.6M -$308K -3,416 -2%
HSA
11
HBK Sorce Advisory
Pennsylvania
$14.9M +$646K +7,169 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.6M -$2.98M -33,039 -18%
WP
13
WealthSource Partners
California
$13.3M -$101K -1,123 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.8M -$1.45M -16,112 -10%
KAS
15
Kestra Advisory Services
Texas
$12.7M +$802K +8,891 +7%
RJA
16
Raymond James & Associates
Florida
$11.1M -$2.52M -27,925 -18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.11M -$1M -11,138 -10%
PAG
18
Private Advisor Group
New Jersey
$9.02M +$536K +5,949 +6%
TCM
19
Triumph Capital Management
Colorado
$6.36M +$192K +2,130 +3%
GVAG
20
Great Valley Advisor Group
Delaware
$6.16M -$217K -2,410 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.09M -$1.05M -11,655 -15%
SB
22
Strategic Blueprint
Georgia
$5.73M +$1.03M +11,437 +22%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.71M -$160K -1,771 -3%
US Bancorp
24
US Bancorp
Minnesota
$5.41M +$5.86K +65 +0.1%
CPIG
25
Chicago Partners Investment Group
Illinois
$5.1M +$160K +1,774 +3%