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First Trust Large Cap Growth AlphaDEX Fund

190 hedge funds and large institutions have $790M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
Iams Wealth Management
Nebraska
$2.13M +$180K +1,505 +9%
AWM
52
Apollon Wealth Management
South Carolina
$2.05M -$22.7K -184 -1%
KAS
53
Kestra Advisory Services
Texas
$1.98M -$583K -4,726 -23%
E
54
ETFidea
New York
$1.81M -$86.2K -699 -5%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.75M +$212K +1,721 +14%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$1.69M +$1.69M +13,703 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.62M -$3.92M -31,822 -71%
Truist Financial
58
Truist Financial
North Carolina
$1.62M -$443K -3,597 -21%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.61M -$2.4M -19,446 -60%
SAM
60
SignalPoint Asset Management
Missouri
$1.58M -$587K -4,760 -27%
KF
61
Krilogy Financial
Missouri
$1.55M +$247 +2 +0%
TFA
62
Transamerica Financial Advisors
Florida
$1.54M +$571K +4,629 +59%
NA
63
NewEdge Advisors
Louisiana
$1.51M +$573K +4,646 +61%
GWP
64
Gateway Wealth Partners
Wisconsin
$1.48M +$121K +981 +9%
PFS
65
Prospera Financial Services
Texas
$1.48M +$376K +3,052 +34%
HFW
66
Horizon Family Wealth
Illinois
$1.47M +$123 +1 +0%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.45M -$164K -1,333 -10%
AI
68
Atria Investments
North Carolina
$1.43M +$100K +811 +7%
Goldman Sachs
69
Goldman Sachs
New York
$1.43M +$857K +6,955 +150%
NS
70
NBC Securities
Alabama
$1.37M -$13.6K -110 -1%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$12.3K -100 -0.9%
KWS
72
Keystone Wealth Services
California
$1.33M -$6.04K -49 -0.5%
NW
73
NewEdge Wealth
Pennsylvania
$1.29M -$108K -925 -8%
TSW
74
Three Seasons Wealth
Utah
$1.23M
AF
75
Allworth Financial
California
$1.14M +$105K +852 +10%