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First Trust Large Cap Core AlphaDEX Fund

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M +$17.7M +169,267 +16%
LPL Financial
2
LPL Financial
California
$99.8M +$17.3M +166,302 +21%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$53.1M +$638K +6,114 +1%
Wells Fargo
4
Wells Fargo
California
$48.9M -$35.5K -340 -0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$30M +$30M +287,954 New
Bank of America
6
Bank of America
North Carolina
$23.5M -$500K -4,790 -2%
UBS Group
7
UBS Group
Switzerland
$23.1M -$1.45M -13,925 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.7M +$107K +1,030 +0.5%
HSA
9
HBK Sorce Advisory
Pennsylvania
$18.4M -$233K -2,237 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.9M -$545K -5,229 -3%
Truist Financial
11
Truist Financial
North Carolina
$17M -$124K -1,190 -0.7%
AIA
12
AssuredPartners Investment Advisors
Florida
$15.7M +$15.7M +150,474 New
SOS
13
Silver Oak Securities
Tennessee
$15M -$258K -2,474 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14M -$1.28M -12,313 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.7M +$490K +4,697 +5%
SB
16
Strategic Blueprint
Georgia
$10.1M +$573K +5,498 +6%
PAG
17
Private Advisor Group
New Jersey
$9.6M -$179K -1,716 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.29M -$94.3K -904 -1%
KWM
19
Kingsview Wealth Management
Oregon
$9.1M -$1.11M -10,622 -11%
TCM
20
Triumph Capital Management
Colorado
$8.57M +$14.3K +137 +0.2%
GVAG
21
Great Valley Advisor Group
Delaware
$6.78M -$161K -1,542 -2%
US Bancorp
22
US Bancorp
Minnesota
$6.61M +$16.2K +155 +0.2%
CAS
23
Coppell Advisory Solutions
Texas
$6.46M -$71.2K -682 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.12M -$16.8K -161 -0.3%
CPIG
25
Chicago Partners Investment Group
Illinois
$5.99M +$5.26K +50 +0.1%