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First Trust Large Cap Growth AlphaDEX Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$631K +$9.12K +98 +1%
HighTower Advisors
77
HighTower Advisors
Illinois
$626K -$283K -3,043 -31%
GWP
78
Gateway Wealth Partners
Wisconsin
$621K +$189K +2,029 +44%
IP
79
Ignite Planners
California
$612K -$70.5K -758 -10%
PPP
80
Private Portfolio Partners
New Jersey
$593K +$152K +1,635 +35%
PVI
81
Pine Valley Investments
New Jersey
$588K +$588K +6,361 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$578K +$490K +5,267 +561%
AWM
83
Avior Wealth Management
Nebraska
$574K +$561K +6,028 +4,275%
First Trust Advisors
84
First Trust Advisors
Illinois
$555K +$15.4K +166 +3%
MA
85
Mutual Advisors
Nebraska
$545K -$1.68K -18 -0.3%
PA
86
PFG Advisors
Arizona
$541K +$14.5K +156 +3%
NW
87
NewEdge Wealth
Pennsylvania
$516K +$516K +5,541 New
GAA
88
Global Assets Advisory
Florida
$504K
Mariner
89
Mariner
Kansas
$493K +$7.62K +82 +2%
SG
90
Strid Group
Pennsylvania
$484K -$151K -1,618 -24%
PFA
91
Pinnacle Family Advisors
Missouri
$478K -$744 -8 -0.2%
1W
92
1776 Wealth
Georgia
$462K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$459K +$202K +2,190 +79%
AFG
94
ABLE Financial Group
Arizona
$458K +$458K +4,921 New
RA
95
RFG Advisory
Alabama
$447K -$90.4K -972 -17%
OPS
96
Orion Portfolio Solutions
Nebraska
$438K +$438K +4,710 New
BCI
97
Brinker Capital Investments
Pennsylvania
$438K +$438K +4,710 New
GWM
98
Geneos Wealth Management
Colorado
$437K +$18.7K +201 +4%
WFA
99
WMG Financial Advisors
Tennessee
$429K
CFGS
100
Concourse Financial Group Securities
Alabama
$419K +$37.1K +399 +10%