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First Trust Large Cap Growth AlphaDEX Fund

167 hedge funds and large institutions have $653M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
16
Increased
56
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$98K +$3.52K +33 +4%
AF
152
Advisornet Financial
Minnesota
$82K
First Manhattan
153
First Manhattan
New York
$72K +$72K +677 New
CWA
154
Clearview Wealth Advisors
Oregon
$71K
SPIA
155
Steward Partners Investment Advisory
New York
$67K
HNB
156
Huntington National Bank
Ohio
$60K -$67K
AssetMark Inc
157
AssetMark Inc
California
$53K -$531 -5 -1%
PFS
158
Prospera Financial Services
Texas
$48K +$48K +449 New
TAM
159
Tucker Asset Management
Colorado
$40.4K +$3.31K +31 +9%
TCWA
160
Ten Capital Wealth Advisors
Washington
$39K
GWSG
161
GPS Wealth Strategies Group
Colorado
$29K
AWM
162
Avior Wealth Management
Nebraska
$28K -$517 -5 -2%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$21K
LAS
164
Lloyd Advisory Services
Georgia
$13K +$103 +1 +0.8%
NC
165
NewSquare Capital
Pennsylvania
$8K
TF
166
Tompkins Financial
New York
$7K +$7K +69 New
TFA
167
Transamerica Financial Advisors
Florida
$2K
SJIA
168
St. James Investment Advisors
New York
$1K
SMF
169
Sterling Manor Financial
New York
-$9.21M -76,601 Closed
Citadel Advisors
170
Citadel Advisors
Florida
-$5.2M -43,204 Closed
PAG
171
Private Advisory Group
Washington
-$3.74M -31,120 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$872K -7,249 Closed
TCWM
173
Total Clarity Wealth Management
Illinois
-$796K -6,616 Closed
NWMG
174
National Wealth Management Group
Ohio
-$636K -5,288 Closed
ARC
175
Advisor Resource Council
Texas
-$319K -2,657 Closed