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First Trust Large Cap Growth AlphaDEX Fund

198 hedge funds and large institutions have $757M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
35
Reduced
88
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
AE Wealth Management
Kansas
$371K -$1.66K -12 -0.4%
CA
127
Crumly & Associates
Illinois
$370K
AssetMark Inc
128
AssetMark Inc
California
$349K +$46.3K +335 +15%
MQWP
129
Morey & Quinn Wealth Partners
Nebraska
$344K +$344K +2,489 New
CWS
130
Cypress Wealth Services
California
$338K
MSAM
131
Moloney Securities Asset Management
Missouri
$338K +$14.5K +105 +4%
OIA
132
OneDigital Investment Advisors
Kansas
$329K +$329K +2,378 New
PIAS
133
PCA Investment Advisory Services
Ohio
$328K +$138 +1 +0%
XWM
134
Xcel Wealth Management
Florida
$322K
WS
135
Wedbush Securities
California
$313K
GRP
136
Global Retirement Partners
California
$311K -$359K -2,596 -54%
FIA
137
Foundations Investment Advisors
Arizona
$308K -$109K -787 -26%
WCM
138
WealthBridge Capital Management
Ohio
$305K
FFA
139
Founders Financial Alliance
North Carolina
$300K +$46.6K +337 +18%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$297K +$48.4K +350 +19%
TWM
141
TCFG Wealth Management
California
$285K
NW
142
NewEdge Wealth
Pennsylvania
$281K -$1.22M -8,814 -81%
GAB
143
German American Bancorp
Indiana
$277K
PWP
144
Pursue Wealth Partners
California
$277K
MWA
145
Meridian Wealth Advisors
Texas
$273K
SWM
146
Spire Wealth Management
Virginia
$270K
PCS
147
Private Client Services
Kentucky
$267K
TA
148
TKG Advisors
Indiana
$266K +$266K +1,813 New
WAM
149
WealthTrust Asset Management
Florida
$266K +$138 +1 +0.1%
IFWM
150
Institute for Wealth Management
Colorado
$262K