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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

166 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
66
Reduced
57
Closed
11
Calls
$558K
Puts
$288K
Net Calls
+$270K
Net Calls Change
+$993K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$34.2M
3
AT
3
Arden Trust
Delaware
$11.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$28.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$94.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KAS
2
Kestra Advisory Services
Texas
$2.36M
3
CAM
3
Concorde Asset Management
Michigan
$0
4
IA
4
IFP Advisors
Florida
$3.35M
5
CI
5
CX Institutional
Indiana
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$1.51M -$57.8K -621 -4%
E
52
ETFidea
New York
$1.43M – – –
EH
53
Equitable Holdings
New York
$1.41M +$161K +1,727 +13%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.37M +$331K +3,556 +32%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$1.35M +$360K +3,874 +36%
KF
56
Krilogy Financial
Missouri
$1.26M -$3.26K -35 -0.3%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$906K +9,733 +280%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.2M +$84K +903 +8%
WWM
59
Western Wealth Management
Colorado
$1.12M +$233K +2,506 +26%
HFW
60
Horizon Family Wealth
Illinois
$1.11M +$1.86K +20 +0.2%
CA
61
Crumly & Associates
Illinois
$1.07M +$381K +4,091 +55%
KWS
62
Keystone Wealth Services
California
$1.06M +$93 +1 +0%
SFPG
63
Stonebridge Financial Planning Group
Florida
$991K -$9.21K -99 -0.9%
KPWS
64
Kestra Private Wealth Services
Texas
$974K -$173K -1,862 -15%
TLFA
65
True Link Financial Advisors
California
$953K – – –
GVAG
66
Great Valley Advisor Group
Delaware
$911K +$18.1K +195 +2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$902K +$40.7K +437 +5%
OC
68
Oppenheimer & Co
New York
$893K +$16.4K +176 +2%
AF
69
Allworth Financial
California
$878K -$26.1K -280 -3%
TCM
70
True Capital Management
California
$810K -$17.6K -189 -2%
IA
71
IFG Advisory
Georgia
$794K +$31.8K +342 +4%
VCM
72
Virtue Capital Management
Tennessee
$716K +$299K +3,272 +72%
GIA
73
Gladstone Institutional Advisory
Florida
$696K -$6.33K -68 -0.9%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$692K +$372 +4 +0.1%
OFS
75
OneAscent Financial Services
Alabama
$663K +$663K +7,124 New
1 2
3
4 5