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First Trust Large Cap Growth AlphaDEX Fund

191 hedge funds and large institutions have $788M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
28
Increased
50
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
151
DFPG Investments
Utah
$231K +$106 +1 +0%
Creative Planning
152
Creative Planning
Kansas
$227K +$227K +2,073 New
BWA
153
BlueChip Wealth Advisors
Georgia
$226K +$226K +2,059 New
SWM
154
Spire Wealth Management
Virginia
$221K -$231K -2,075 -51%
GAB
155
German American Bancorp
Indiana
$219K +$219K +2,000 New
PWP
156
Pursue Wealth Partners
California
$219K +$219K +2,000 New
CAM
157
Concorde Asset Management
Michigan
$218K -$103K -942 -32%
WAM
158
WealthTrust Asset Management
Florida
$210K +$210K +1,920 New
IFWM
159
Institute for Wealth Management
Colorado
$210K +$210K +1,913 New
SPC
160
Sigma Planning Corp
Michigan
$208K -$580K -5,294 -74%
CCP
161
Clarity Capital Partners
California
$205K +$205K +1,872 New
HF
162
HRT Financial
New York
$202K +$202K +1,850 New
FFA
163
Founders Financial Alliance
North Carolina
$201K +$201K +1,833 New
PTC
164
Private Trust Company
Ohio
$196K -$80.3K -733 -29%
IGWM
165
ICA Group Wealth Management
Colorado
$196K +$196K +1,785 New
ASN
166
Advisory Services Network
Georgia
$159K +$159K +1,450 New
RFG
167
REAP Financial Group
Texas
$156K +$156K +1,424 New
PS
168
Principal Securities
Iowa
$136K +$136K +1,242 New
BEI
169
Benjamin Edwards Inc
Missouri
$127K +$4.72K +43 +4%
BlackRock
170
BlackRock
New York
$121K +$121K +1,106 New
AF
171
Advisornet Financial
Minnesota
$83.9K
T
172
Tidemark
California
$80.3K +$80.3K +733 New
SS
173
Sunbelt Securities
Texas
$79.5K +$110 +1 +0.1%
TRCT
174
Tower Research Capital (TRC)
New York
$79.4K +$75.4K +688 +1,859%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$66K -$12.1K -110 -15%