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First Trust Large Cap Core AlphaDEX Fund

199 hedge funds and large institutions have $682M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98.5M -$3.48M -35,922 -3%
LPL Financial
2
LPL Financial
California
$77M -$1.89M -19,508 -2%
Wells Fargo
3
Wells Fargo
California
$57.7M +$11.2M +115,242 +24%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$47.2M +$1.49M +15,395 +3%
UBS Group
5
UBS Group
Switzerland
$24.4M -$833K -8,589 -3%
Bank of America
6
Bank of America
North Carolina
$22.3M +$735K +7,573 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.8M -$234K -2,414 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.8M -$713K -7,346 -4%
HSA
9
HBK Sorce Advisory
Pennsylvania
$17.9M +$285K +2,934 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.6M -$422K -4,347 -2%
KAS
11
Kestra Advisory Services
Texas
$17M -$971K -10,011 -5%
Truist Financial
12
Truist Financial
North Carolina
$16M -$485 -5 -0%
RJA
13
Raymond James & Associates
Florida
$14.9M -$115K -1,181 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.9M +$314K +3,242 +2%
SOS
15
Silver Oak Securities
Tennessee
$14M -$9.8K -101 -0.1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.83M +$812K +8,374 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.56M +$30.5K +314 +0.3%
PAG
18
Private Advisor Group
New Jersey
$9.53M -$111K -1,146 -1%
TCM
19
Triumph Capital Management
Colorado
$7.95M +$295K +3,045 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.79M +$2.17M +22,393 +39%
SB
21
Strategic Blueprint
Georgia
$7.63M +$373K +3,846 +5%
GVAG
22
Great Valley Advisor Group
Delaware
$6.48M -$11.3K -116 -0.2%
CAS
23
Coppell Advisory Solutions
Texas
$6.22M +$6.22M +64,157 New
US Bancorp
24
US Bancorp
Minnesota
$6.08M +$316K +3,261 +5%
CPIG
25
Chicago Partners Investment Group
Illinois
$5.62M -$79.1K -794 -1%