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First Trust Large Cap Growth AlphaDEX Fund

174 hedge funds and large institutions have $837M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 36 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+23
Holders Change %
+15.23%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
36
Reduced
69
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$872K -$2.4M -19,974 -73%
MA
77
Mutual Advisors
Nebraska
$834K
FAIM
78
Financial Advocates Investment Management
Washington
$821K -$123K -1,022 -13%
GVAG
79
Great Valley Advisor Group
Delaware
$800K
TCWM
80
Total Clarity Wealth Management
Illinois
$796K -$73.5K -611 -8%
PA
81
PFG Advisors
Arizona
$793K +$793K +6,594 New
PIA
82
Perennial Investment Advisors
California
$789K -$44.7K -372 -5%
1WM
83
1900 Wealth Management
Texas
$783K
SCFS
84
S.C. Financial Services
Arizona
$750K +$750K +6,771 New
MWA
85
Meridian Wealth Advisors
Texas
$715K
MSAM
86
Moloney Securities Asset Management
Missouri
$691K -$842 -7 -0.1%
GWM
87
Geneos Wealth Management
Colorado
$687K +$311K +2,593 +83%
1W
88
1776 Wealth
Georgia
$670K +$80K +665 +14%
TA
89
TKG Advisors
Indiana
$638K +$638K +5,303 New
NWMG
90
National Wealth Management Group
Ohio
$636K +$636K +5,288 New
VCM
91
Virtue Capital Management
Tennessee
$611K +$611K +5,082 New
CRI
92
Colonial River Investments
Virginia
$583K +$583K +4,852 New
SI
93
Saxon Interests
Texas
$570K +$570K +5,035 New
PFA
94
Pinnacle Family Advisors
Missouri
$563K -$104K -861 -16%
MGWM
95
Marks Group Wealth Management
Minnesota
$533K
TWM
96
Triton Wealth Management
Arizona
$495K
TRCT
97
Tower Research Capital (TRC)
New York
$491K -$597K -4,958 -55%
TSWM
98
Tyler-Stone Wealth Management
Ohio
$481K +$481K +4,000 New
RIA
99
Regal Investment Advisors
Michigan
$475K +$51.1K +425 +12%
CF
100
Centaurus Financial
California
$471K -$19.5K -162 -4%