FTC icon

First Trust Large Cap Growth AlphaDEX Fund

180 hedge funds and large institutions have $694M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
60
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIFAIM
151
American Institute for Advanced Investment Management
Arizona
$231K +$231K +2,385 New
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$228K +$228K +2,355 New
BSW
153
Buckingham Strategic Wealth
Missouri
$226K +$226K +2,332 New
XWM
154
Xcel Wealth Management
Florida
$224K
EAM
155
Empirical Asset Management
Massachusetts
$221K +$194 +2 +0.1%
WCM
156
WealthBridge Capital Management
Ohio
$214K
DI
157
DFPG Investments
Utah
$213K +$213K +2,172 New
Jane Street
158
Jane Street
New York
$206K +$206K +2,132 New
CS
159
Comerica Securities
Michigan
$206K -$1.65K -17 -0.8%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$144K +$144K +1,484 New
BEI
161
Benjamin Edwards Inc
Missouri
$108K -$44.1K -455 -29%
AF
162
Advisornet Financial
Minnesota
$74.1K
SS
163
Sunbelt Securities
Texas
$70K +$97 +1 +0.1%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$68.9K -$12.5K -129 -15%
FHA
165
First Horizon Advisors
Tennessee
$66.8K +$66.8K +690 New
SPIA
166
Steward Partners Investment Advisory
New York
$61.2K
TAM
167
Tucker Asset Management
Colorado
$54.4K +$15.9K +164 +41%
HNB
168
Huntington National Bank
Ohio
$54.3K -$56.8K
ADL
169
Asset Dedication LLC
California
$47K
CIA
170
Cape Investment Advisory
Georgia
$44.4K
Fidelity Investments
171
Fidelity Investments
Massachusetts
$34.5K -$677 -7 -2%
GWSG
172
GPS Wealth Strategies Group
Colorado
$33.2K
TCA
173
Trifecta Capital Advisors
Illinois
$27.3K
RDIA
174
RE Dickinson Investment Advisors
Iowa
$26K +$26K +272 New
Legacy Financial Group (Iowa)
175
Legacy Financial Group (Iowa)
Iowa
$18.5K +$18.5K +191 New