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First Trust Large Cap Growth AlphaDEX Fund

191 hedge funds and large institutions have $788M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
28
Increased
50
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
26
IFP Advisors
Florida
$4.46M -$348K -3,174 -7%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.28M -$30.9M -281,587 -88%
IWM
28
IHT Wealth Management
Illinois
$4.24M -$204K -1,866 -5%
CAS
29
Coppell Advisory Solutions
Texas
$3.92M -$335K -3,057 -8%
FPWM
30
FSB Premier Wealth Management
Iowa
$3.87M -$140K -1,282 -3%
WWM
31
Western Wealth Management
Colorado
$3.72M +$1.94M +17,715 +109%
AWS
32
Atria Wealth Solutions
New York
$3.7M -$617K -5,633 -14%
CI
33
CX Institutional
Indiana
$3.64M -$4.49M -40,999 -55%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.56M +$227K +2,071 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$3.43M +$2.01M +18,377 +142%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.99M -$127K -1,158 -4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.97M +$195K +1,780 +7%
LI
38
LVZ Inc
Michigan
$2.79M -$585K -5,344 -17%
AWM
39
AE Wealth Management
Kansas
$2.78M -$1.01K -9 -0%
PAG
40
Private Advisor Group
New Jersey
$2.77M -$191K -1,746 -6%
HI
41
Harbour Investments
Wisconsin
$2.72M +$53.2K +486 +2%
EH
42
Equitable Holdings
New York
$2.67M -$82K -748 -3%
HA
43
HFG Advisors
Ohio
$2.65M +$10.7K +98 +0.4%
AssetMark Inc
44
AssetMark Inc
California
$2.62M +$896K +8,727 +52%
CCA
45
Clearwater Capital Advisors
Illinois
$2.48M
VAS
46
Vestmark Advisory Solutions
Massachusetts
$2.4M +$53.8K +491 +2%
KAS
47
Kestra Advisory Services
Texas
$2.27M -$173K -1,581 -7%
CA
48
CoreCap Advisors
Michigan
$2.21M -$328K -2,998 -13%
SWP
49
Stratos Wealth Partners
Ohio
$2.14M -$49.1K -448 -2%
CA
50
Cetera Advisors
Colorado
$2.04M -$26.5K -242 -1%