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First Trust Large Cap Growth AlphaDEX Fund

166 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
66
Reduced
57
Closed
11
Calls
$558K
Puts
$288K
Net Calls
+$270K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
151
Asset Dedication LLC
California
$45K
CIA
152
Cape Investment Advisory
Georgia
$42.7K +$42.7K +459 New
TAM
153
Tucker Asset Management
Colorado
$34.6K -$558 -6 -2%
TCWA
154
Ten Capital Wealth Advisors
Washington
$33.6K
GWSG
155
GPS Wealth Strategies Group
Colorado
$31.9K +$31.9K +343 New
AssetMark Inc
156
AssetMark Inc
California
$29.4K
BAM
157
Belpointe Asset Management
Nevada
$29.3K -$25.4K -273 -46%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$28.5K -$67.3K -723 -70%
TCA
159
Trifecta Capital Advisors
Illinois
$26.2K
FHA
160
First Horizon Advisors
Tennessee
$12.3K
CWA
161
Clearview Wealth Advisors
Oregon
$8.76K +$93 +1 +1%
NC
162
NewSquare Capital
Pennsylvania
$6.7K
TFA
163
Transamerica Financial Advisors
Florida
$5K
FFA
164
Farther Finance Advisors
California
$4.84K
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$3.85K +$22 +238 +0.6%
KFI
166
Key Financial Inc
Pennsylvania
$3.07K
HGERS
167
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +13 New
Citadel Advisors
168
Citadel Advisors
Florida
-$4.38M -47,916 Closed
CAM
169
Concorde Asset Management
Michigan
-$2.74M -29,950 Closed
SG
170
StoneX Group
New York
-$1.48M -16,229 Closed
Brown Advisory
171
Brown Advisory
Maryland
-$591K -6,468 Closed
CRI
172
Colonial River Investments
Virginia
-$484K -5,295 Closed
SB
173
Strategic Blueprint
Georgia
-$264K -2,892 Closed
SMF
174
Sterling Manor Financial
New York
-$230K -2,521 Closed
First Manhattan
175
First Manhattan
New York
-$61.9K -677 Closed