FEX icon

First Trust Large Cap Core AlphaDEX Fund

203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M +$1.43M +13,748 +1%
LPL Financial
2
LPL Financial
California
$82.4M -$297K -2,849 -0.4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$52.4M +$1.72M +16,559 +3%
Wells Fargo
4
Wells Fargo
California
$48.9M -$13.1M -125,520 -21%
UBS Group
5
UBS Group
Switzerland
$24.5M -$1.7M -16,334 -6%
Bank of America
6
Bank of America
North Carolina
$23.9M -$35.6K -342 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.6M +$286K +2,743 +1%
HSA
8
HBK Sorce Advisory
Pennsylvania
$18.6M -$651K -6,252 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.4M -$1.76M -16,920 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.3M -$1.61M -15,469 -9%
Truist Financial
11
Truist Financial
North Carolina
$17.1M -$37.7K -362 -0.2%
RJA
12
Raymond James & Associates
Florida
$16.5M +$476K +4,572 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15.3M -$764K -7,331 -5%
SOS
14
Silver Oak Securities
Tennessee
$15.2M +$130K +1,248 +0.9%
KWM
15
Kingsview Wealth Management
Oregon
$10.2M +$10.2M +97,839 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$10.1M -$122K -1,172 -1%
PAG
17
Private Advisor Group
New Jersey
$9.77M -$466K -4,477 -5%
SB
18
Strategic Blueprint
Georgia
$9.5M +$1.3M +12,516 +16%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$9.38M -$1.18M -11,315 -11%
TCM
20
Triumph Capital Management
Colorado
$8.54M +$1.88K +18 +0%
GVAG
21
Great Valley Advisor Group
Delaware
$6.93M -$33.1K -318 -0.5%
US Bancorp
22
US Bancorp
Minnesota
$6.58M +$51.7K +496 +0.8%
CAS
23
Coppell Advisory Solutions
Texas
$6.5M -$166K -1,599 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.13M -$2.24M -21,479 -27%
CPIG
25
Chicago Partners Investment Group
Illinois
$5.97M +$53.3K +508 +0.9%