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First Trust Large Cap Core AlphaDEX Fund

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M -$118M -1,186,220 -53%
LPL Financial
2
LPL Financial
California
$80.7M +$3.27M +32,915 +4%
Wells Fargo
3
Wells Fargo
California
$47.6M -$2.99M -30,095 -6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$46.8M +$319K +3,213 +0.7%
UBS Group
5
UBS Group
Switzerland
$25.8M +$83.8K +844 +0.3%
Bank of America
6
Bank of America
North Carolina
$22.1M +$2.93M +29,568 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$20.5M +$135K +1,365 +0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$19.9M +$4.95M +49,867 +33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$18.4M -$672K -6,773 -4%
KAS
10
Kestra Advisory Services
Texas
$18.4M +$4.4M +44,329 +31%
HSA
11
HBK Sorce Advisory
Pennsylvania
$18.1M +$1.7M +17,097 +10%
Truist Financial
12
Truist Financial
North Carolina
$16.3M -$897K -9,035 -5%
RJA
13
Raymond James & Associates
Florida
$15.4M +$3.19M +32,176 +26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.9M +$864K +8,706 +6%
SOS
15
Silver Oak Securities
Tennessee
$14.4M -$2.88M -29,052 -17%
PAG
16
Private Advisor Group
New Jersey
$9.86M -$69.9K -704 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.75M -$269K -2,710 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.22M +$2.52M +25,357 +38%
TCM
19
Triumph Capital Management
Colorado
$7.8M +$826K +8,353 +12%
SB
20
Strategic Blueprint
Georgia
$7.42M +$1.12M +11,279 +18%
CASC
21
Coppell Advisory Solutions Corp
Texas
$7.09M +$7.09M +71,399 New
GVAG
22
Great Valley Advisor Group
Delaware
$6.65M -$134K -1,354 -2%
US Bancorp
23
US Bancorp
Minnesota
$5.9M -$57.2K -576 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.75M -$531K -5,347 -8%
CPIG
25
Chicago Partners Investment Group
Illinois
$5.45M +$56.4K +591 +1%