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First Trust Large Cap Growth AlphaDEX Fund

189 hedge funds and large institutions have $691M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
53
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
126
Strid Group
Pennsylvania
$373K -$201K -1,639 -35%
DC
127
Davenport & Co
Virginia
$365K +$365K +2,981 New
PFA
128
Pinnacle Family Advisors
Missouri
$365K -$49.8K -406 -12%
CWM
129
Chicago Wealth Management
Illinois
$353K
GIA
130
Gladstone Institutional Advisory
Florida
$351K -$26.3K -215 -7%
GLA
131
Good Life Advisors
Pennsylvania
$349K +$9.92K +81 +3%
JIP
132
Jaffetilchin Investment Partners
Florida
$349K
FTDI
133
First Trust Direct Indexing
Massachusetts
$348K
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$339K +$87.1K +711 +35%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$333K
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$329K +$9.07K +74 +3%
FIA
137
Foundations Investment Advisors
Arizona
$328K -$12.4K -101 -4%
CA
138
Crumly & Associates
Illinois
$328K
BSW
139
Buckingham Strategic Wealth
Missouri
$324K
CWS
140
Cypress Wealth Services
California
$300K
PIAS
141
PCA Investment Advisory Services
Ohio
$290K -$24.5K -200 -8%
HSWS
142
Higgins & Schmidt Wealth Strategies
Colorado
$288K
XWM
143
Xcel Wealth Management
Florida
$286K
EAM
144
Empirical Asset Management
Massachusetts
$281K
MSAM
145
Moloney Securities Asset Management
Missouri
$280K +$41.2K +336 +17%
WS
146
Wedbush Securities
California
$278K
CFGS
147
Concourse Financial Group Securities
Alabama
$277K -$50K -408 -15%
WCM
148
WealthBridge Capital Management
Ohio
$271K
PWP
149
Pursue Wealth Partners
California
$245K
GAB
150
German American Bancorp
Indiana
$245K