FTC icon

First Trust Large Cap Growth AlphaDEX Fund

193 hedge funds and large institutions have $799M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 13 closing their positions.

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
46
Reduced
78
Closed
13
Calls
$1.93M
Puts
$15K
Net Calls
+$1.92M
Net Calls Change
+$1.92M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M 785,040 +54,363 +7%
LPL Financial
2
LPL Financial
California
$101M 671,403 -13,868 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$66.9M 443,362 -4,500 -1%
Wells Fargo
4
Wells Fargo
California
$64.5M 427,085 -6,937 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$40.5M 268,160 +73,618 +38%
UBS Group
6
UBS Group
Switzerland
$35.9M 237,805 -26,407 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$29M 192,066 +1,133 +0.6%
First Trust Advisors
8
First Trust Advisors
Illinois
$26.7M 176,699 -6,385 -3%
Bank of America
9
Bank of America
North Carolina
$23.3M 154,077 +4,127 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$22M 145,646 -13,055 -8%
KWM
11
Kingsview Wealth Management
Oregon
$17.5M 116,224 -3,597 -3%
CI
12
CX Institutional
Indiana
$17.4M 114,984 +21,013 +22%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$11.9M 78,709 +6,020 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.4M 68,927 -161,024 -70%
BEI
15
Benjamin Edwards Inc
Missouri
$9.26M 61,314 +15,217 +33%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.08M 53,495 -941 -2%
VF
17
Virtu Financial
New York
$6.49M 42,995 +19,697 +85%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$6.25M 41,381 +211 +0.5%
DADC
19
D.A. Davidson & Co
Montana
$6.18M 40,934 -875 -2%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$5.74M 38,022 +16,829 +79%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.24M 34,721 +3,040 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.74M 31,374 +5,332 +20%
IWM
23
IHT Wealth Management
Illinois
$4.73M 31,337 -827 -3%
HI
24
Harbour Investments
Wisconsin
$4.42M 29,260 +6,515 +29%
AAS
25
Avantax Advisory Services
Texas
$4.26M 28,228 -6,406 -18%