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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 %
US Bancorp
126
US Bancorp
Minnesota
$354K -$74.9K -684 -17%
CA
127
Crumly & Associates
Illinois
$347K -$74.5K -680 -18%
AWA
128
Arkadios Wealth Advisors
Georgia
$341K -$76.7K -700 -18%
IAIM
129
International Assets Investment Management
Florida
$320K
CWM
130
Chicago Wealth Management
Illinois
$316K
FIA
131
Foundations Investment Advisors
Arizona
$314K -$2.95K -26 -0.9%
JIP
132
Jaffetilchin Investment Partners
Florida
$312K
FTDI
133
First Trust Direct Indexing
Massachusetts
$311K
BRWA
134
B. Riley Wealth Advisors
Florida
$307K -$140K -1,279 -31%
GLA
135
Good Life Advisors
Pennsylvania
$303K
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$298K
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$288K -$418K -3,812 -59%
FAIM
138
Financial Advocates Investment Management
Washington
$287K -$44.7K -408 -13%
PIAS
139
PCA Investment Advisory Services
Ohio
$281K +$219 +2 +0.1%
CFGS
140
Concourse Financial Group Securities
Alabama
$275K +$12.8K +117 +5%
GM
141
GeoWealth Management
Illinois
$273K -$7.99M -73,191 -97%
CWS
142
Cypress Wealth Services
California
$268K -$22.1K -202 -8%
AIFAIM
143
American Institute for Advanced Investment Management
Arizona
$268K +$6.57K +60 +3%
WS
144
Wedbush Securities
California
$267K -$3.29K -30 -1%
HSWS
145
Higgins & Schmidt Wealth Strategies
Colorado
$258K +$258K +2,354 New
BSW
146
Buckingham Strategic Wealth
Missouri
$255K
XWM
147
Xcel Wealth Management
Florida
$254K
EAM
148
Empirical Asset Management
Massachusetts
$251K +$438 +4 +0.2%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$247K -$10.6K -97 -4%
WCM
150
WealthBridge Capital Management
Ohio
$242K