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First Trust Large Cap Growth AlphaDEX Fund

147 hedge funds and large institutions have $652M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
34
Reduced
69
Closed
10
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$664K +$664K +6,804 New
MWA
77
Meridian Wealth Advisors
Texas
$581K
PFA
78
Pinnacle Family Advisors
Missouri
$553K +$79.4K +814 +17%
HWM
79
Holloway Wealth Management
Florida
$529K
SWM
80
Spire Wealth Management
Virginia
$502K +$502K +5,139 New
TWM
81
Triton Wealth Management
Arizona
$469K
CS
82
Comerica Securities
Michigan
$467K +$17.8K +182 +4%
SB
83
Strategic Blueprint
Georgia
$458K -$83.3K -852 -15%
SAM
84
Strategy Asset Managers
California
$458K
CF
85
Centaurus Financial
California
$443K -$24.8K -254 -5%
MGWM
86
Marks Group Wealth Management
Minnesota
$433K
MCC
87
Money Concepts Capital
Florida
$431K -$15.6M -159,688 -97%
WS
88
Wedbush Securities
California
$375K +$375K +3,837 New
PPP
89
Private Portfolio Partners
New Jersey
$358K +$3.71K +38 +1%
MSAM
90
Moloney Securities Asset Management
Missouri
$354K +$20.5K +210 +6%
CAM
91
Concorde Asset Management
Michigan
$345K -$41.8K -428 -11%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$345K +$20K +205 +6%
PTC
93
Private Trust Company
Ohio
$334K +$17.9K +184 +6%
TCA
94
Transcend Capital Advisors
New Jersey
$330K +$53.6K +545 +19%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$326K -$51.3K -525 -14%
GWM
96
Geneos Wealth Management
Colorado
$321K
FHC
97
First Heartland Consultants
Missouri
$312K -$11.2K -115 -3%
P
98
&Partners
Tennessee
$310K
GAB
99
German American Bancorp
Indiana
$302K
CWM
100
Chicago Wealth Management
Illinois
$292K +$292K +2,994 New