FTC icon

First Trust Large Cap Growth AlphaDEX Fund

169 hedge funds and large institutions have $682M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
61
Reduced
65
Closed
10
Calls
$608K
Puts
$5.86M
Net Calls
-$5.25M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
126
Kingswood Wealth Advisors
California
$312K +$312K +3,085 New
WS
127
Wedbush Securities
California
$309K -$19.2K -190 -6%
CAM
128
Concorde Asset Management
Michigan
$302K +$302K +2,977 New
IAIM
129
International Assets Investment Management
Florida
$298K +$25.3K +250 +9%
CWM
130
Chicago Wealth Management
Illinois
$292K
JIP
131
Jaffetilchin Investment Partners
Florida
$288K
FTDI
132
First Trust Direct Indexing
Massachusetts
$287K +$287K +2,837 New
FHC
133
First Heartland Consultants
Missouri
$281K -$6.69K -66 -2%
GLA
134
Good Life Advisors
Pennsylvania
$280K +$101 +1 +0%
PIA
135
Perennial Investment Advisors
California
$277K -$14.8K -146 -5%
CWS
136
Cypress Wealth Services
California
$275K
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$272K -$225K -2,249 -45%
GRP
138
Global Retirement Partners
California
$271K +$4.56K +45 +2%
TCA
139
Transcend Capital Advisors
New Jersey
$267K +$5.57K +55 +2%
PIAS
140
PCA Investment Advisory Services
Ohio
$260K +$101 +1 +0%
P
141
&Partners
Tennessee
$238K
XWM
142
Xcel Wealth Management
Florida
$235K
EAM
143
Empirical Asset Management
Massachusetts
$231K +$304 +3 +0.1%
WCM
144
WealthBridge Capital Management
Ohio
$224K
CS
145
Comerica Securities
Michigan
$217K -$810 -8 -0.4%
MSAM
146
Moloney Securities Asset Management
Missouri
$208K -$29.2K -288 -12%
PTC
147
Private Trust Company
Ohio
$207K -$810 -8 -0.4%
GAB
148
German American Bancorp
Indiana
$203K +$203K +2,000 New
PWP
149
Pursue Wealth Partners
California
$203K +$203K +2,000 New
IGWM
150
ICA Group Wealth Management
Colorado
$186K