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First Trust Large Cap Growth AlphaDEX Fund

164 hedge funds and large institutions have $595M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
18
Increased
54
Reduced
59
Closed
12
Calls
$868K
Puts
$1.59M
Net Calls
-$723K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
101
Strategy Asset Managers
California
$377K
CFGS
102
Concourse Financial Group Securities
Alabama
$375K +$731 +8 +0.2%
EWM
103
EPG Wealth Management
Georgia
$375K -$72.4K -792 -16%
TSWM
104
Tyler-Stone Wealth Management
Ohio
$366K +$274 +3 +0.1%
BAWC
105
Boyce & Associates Wealth Consulting
Texas
$360K -$11.3K -124 -3%
KIG
106
Kowal Investment Group
Wisconsin
$351K +$135K +1,472 +62%
SWM
107
Spire Wealth Management
Virginia
$340K +$162K +1,779 +91%
SI
108
Saxon Interests
Texas
$331K
Citigroup
109
Citigroup
New York
$326K -$836K -9,142 -72%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$317K -$11.5K -126 -4%
WS
111
Wedbush Securities
California
$300K
FHC
112
First Heartland Consultants
Missouri
$288K -$366 -4 -0.1%
GLA
113
Good Life Advisors
Pennsylvania
$279K -$12.8K -140 -4%
PIA
114
Perennial Investment Advisors
California
$279K -$38.9K -426 -12%
SB
115
Strategic Blueprint
Georgia
$264K -$13.8K -151 -5%
CWM
116
Chicago Wealth Management
Illinois
$264K -$10.1K -110 -4%
JIP
117
Jaffetilchin Investment Partners
Florida
$260K
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$254K -$5.86K -64 -2%
CWS
119
Cypress Wealth Services
California
$242K
AWA
120
Arkadios Wealth Advisors
Georgia
$240K +$274 +3 +0.1%
GRP
121
Global Retirement Partners
California
$233K +$548 +6 +0.2%
SMF
122
Sterling Manor Financial
New York
$230K
MSAM
123
Moloney Securities Asset Management
Missouri
$230K -$113K -1,236 -33%
BFS
124
Bickling Financial Services
Massachusetts
$216K +$823 +9 +0.4%
P
125
&Partners
Tennessee
$215K