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First Trust Large Cap Growth AlphaDEX Fund

180 hedge funds and large institutions have $694M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
60
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
126
Kowal Investment Group
Wisconsin
$375K +$2.32K +24 +0.6%
CA
127
Crumly & Associates
Illinois
$373K -$36.4K -376 -9%
AWA
128
Arkadios Wealth Advisors
Georgia
$369K -$5.81K -60 -2%
MCC
129
Money Concepts Capital
Florida
$356K -$3.1K -32 -0.9%
BAWC
130
Boyce & Associates Wealth Consulting
Texas
$341K +$97 +1 +0%
PVI
131
Pine Valley Investments
New Jersey
$301K -$367K -3,794 -55%
FAIM
132
Financial Advocates Investment Management
Washington
$293K -$129K -1,335 -31%
CPIG
133
Chicago Partners Investment Group
Illinois
$290K
CAM
134
Concorde Asset Management
Michigan
$283K -$4.65K -48 -2%
IAIM
135
International Assets Investment Management
Florida
$282K -$1.54K -16 -0.5%
CWM
136
Chicago Wealth Management
Illinois
$279K
JIP
137
Jaffetilchin Investment Partners
Florida
$275K
FTDI
138
First Trust Direct Indexing
Massachusetts
$275K
FIA
139
Foundations Investment Advisors
Arizona
$270K -$82.6K -854 -23%
GLA
140
Good Life Advisors
Pennsylvania
$268K +$97 +1 +0%
KWA
141
Kingswood Wealth Advisors
California
$266K -$32.5K -335 -11%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$265K +$98 +1 +0%
FHC
143
First Heartland Consultants
Missouri
$261K -$7.26K -75 -3%
CWS
144
Cypress Wealth Services
California
$256K
TCA
145
Transcend Capital Advisors
New Jersey
$254K -$1.16K -12 -0.5%
PIAS
146
PCA Investment Advisory Services
Ohio
$248K +$97 +1 +0%
PTC
147
Private Trust Company
Ohio
$244K +$46.8K +484 +24%
WS
148
Wedbush Securities
California
$238K -$56.7K -587 -19%
PIA
149
Perennial Investment Advisors
California
$236K -$29.3K -303 -11%
CFGS
150
Concourse Financial Group Securities
Alabama
$232K -$98.2K -1,015 -30%