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First Trust Large Cap Growth AlphaDEX Fund

191 hedge funds and large institutions have $788M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
28
Increased
50
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$549K -$253K -2,312 -32%
MCC
102
Money Concepts Capital
Florida
$542K +$139K +1,270 +35%
EWM
103
EPG Wealth Management
Georgia
$540K +$29.8K +258 +6%
WDL
104
Well Done LLC
Michigan
$534K +$534K +4,875 New
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$530K +$368K +3,360 +226%
PA
106
PFG Advisors
Arizona
$526K -$19.3K -176 -4%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$525K -$267K -2,440 -34%
AFG
108
ABLE Financial Group
Arizona
$525K -$62.6K -571 -11%
Goldman Sachs
109
Goldman Sachs
New York
$508K +$508K +4,634 New
GS
110
GTS Securities
New York
$507K +$507K +4,630 New
WFA
111
WMG Financial Advisors
Tennessee
$493K -$11.5K -105 -2%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$492K -$4.63M -42,221 -90%
MGWM
113
Marks Group Wealth Management
Minnesota
$486K
SAM
114
Strategy Asset Managers
California
$456K
Citigroup
115
Citigroup
New York
$453K +$4.05K +37 +0.9%
RA
116
RFG Advisory
Alabama
$435K -$95.8K -874 -18%
MWA
117
Meridian Wealth Advisors
Texas
$433K
TSWM
118
Tyler-Stone Wealth Management
Ohio
$426K
CPIG
119
Chicago Partners Investment Group
Illinois
$406K +$62.2K +557 +18%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$405K +3,698 New
BAWC
121
Boyce & Associates Wealth Consulting
Texas
$387K
KIG
122
Kowal Investment Group
Wisconsin
$380K -$44.5K -406 -10%
PFA
123
Pinnacle Family Advisors
Missouri
$370K -$176K -1,610 -32%
PVI
124
Pine Valley Investments
New Jersey
$361K +$20.3K +185 +6%
SI
125
Saxon Interests
Texas
$356K +$356K +3,253 New