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First Trust Large Cap Growth AlphaDEX Fund

128 hedge funds and large institutions have $700M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
50
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
76
ACG Wealth
Georgia
$551K +$154K +2,105 +39%
CS
77
Comerica Securities
Michigan
$503K +$6.78K +93 +1%
MA
78
Mutual Advisors
Nebraska
$452K +$17.3K +237 +4%
MWA
79
Meridian Wealth Advisors
Texas
$434K
CA
80
Crumly & Associates
Illinois
$425K +$425K +5,823 New
CWS
81
Cypress Wealth Services
California
$423K
CAM
82
Concorde Asset Management
Michigan
$387K -$22.8K -313 -6%
PIA
83
Perennial Investment Advisors
California
$372K +$372K +5,100 New
MSAM
84
Moloney Securities Asset Management
Missouri
$362K +$362K +4,962 New
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$341K
BRWA
86
B. Riley Wealth Advisors
Florida
$329K -$169K -2,311 -34%
NFG
87
Next Financial Group
Texas
$322K +$307K +4,205 +2,002%
LWS
88
Lucia Wealth Services
California
$304K +$304K +4,174 New
IA
89
IFG Advisory
Georgia
$290K +$73 +1 +0%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$273K +$21.7K +298 +9%
LWAC
91
Laurel Wealth Advisors (California)
California
$270K +$584 +8 +0.2%
GWM
92
Geneos Wealth Management
Colorado
$267K -$9.05K -124 -3%
TC
93
TownSquare Capital
Utah
$258K +$10K +138 +4%
APA
94
American Portfolios Advisors
New York
$258K -$1.59M -21,793 -86%
PTC
95
Private Trust Company
Ohio
$255K
VFA
96
Voya Financial Advisors
Connecticut
$253K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$228K
SC
98
SouthState Corp
Florida
$228K
GAB
99
German American Bancorp
Indiana
$226K
Northern Trust
100
Northern Trust
Illinois
$225K +$225K +3,090 New