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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

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

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.66M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$21.8M
3
LPL Financial
LPL Financial
California
$85.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.59M
5
BBL
Beck Bode LLC
Massachusetts
$4.11M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$0
2
CI
CX Institutional
Indiana
$4.89M
3
Wells Fargo
Wells Fargo
California
$28.4M
4
Bank of America
Bank of America
North Carolina
$17M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$213K +$213K +2,326 New
CF
127
Centaurus Financial
California
$212K -$36.4K -398 -15%
XWM
128
Xcel Wealth Management
Florida
$212K +$212K +2,317 New
EAM
129
Empirical Asset Management
Massachusetts
$208K +$208K +2,275 New
TCA
130
Transcend Capital Advisors
New Jersey
$204K -$27.8K -304 -12%
WCM
131
WealthBridge Capital Management
Ohio
$202K +$202K +2,209 New
KDA
132
Kraft Davis & Associates
Missouri
$201K +$201K +2,100 New
IGWM
133
ICA Group Wealth Management
Colorado
$197K -$85K -930 -30%
CS
134
Comerica Securities
Michigan
$191K -$28K -306 -13%
PTC
135
Private Trust Company
Ohio
$186K -$148K -1,623 -44%
BEI
136
Benjamin Edwards Inc
Missouri
$161K -$5.67K -62 -3%
TAIM
137
TD Ameritrade Investment Management
Nebraska
$138K -$78.8K -861 -36%
CFD
138
Creative Financial Designs
Indiana
$118K – – –
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$112K – – –
NA
140
NewEdge Advisors
Louisiana
$106K +$46K +1,827 +77%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$94.1K -$4.66K -51 -5%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$86K +$86K +939 New
AF
143
Advisornet Financial
Minnesota
$70K – – –
First Manhattan
144
First Manhattan
New York
$61.9K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$57.8K – – –
BAM
146
Belpointe Asset Management
Nevada
$53.8K +$53.8K +588 New
HNB
147
Huntington National Bank
Ohio
$51.3K -$48K – –
ADL
148
Asset Dedication LLC
California
$44K – – –
ASN
149
Advisory Services Network
Georgia
$43.9K +$43.9K +480 New
TAM
150
Tucker Asset Management
Colorado
$34.7K +$2.2K +24 +7%
4 5
6
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