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First Trust Large Cap Growth AlphaDEX Fund

190 hedge funds and large institutions have $790M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$253K -$71K -576 -22%
GAB
152
German American Bancorp
Indiana
$247K
PWP
153
Pursue Wealth Partners
California
$247K
SWM
154
Spire Wealth Management
Virginia
$241K -$4.44K -36 -2%
MSAM
155
Moloney Securities Asset Management
Missouri
$240K +$240K +1,947 New
WAM
156
WealthTrust Asset Management
Florida
$237K +$123 +1 +0.1%
IFWM
157
Institute for Wealth Management
Colorado
$236K
CCP
158
Clarity Capital Partners
California
$231K
FFA
159
Founders Financial Alliance
North Carolina
$226K
PTC
160
Private Trust Company
Ohio
$221K
BWA
161
BlueChip Wealth Advisors
Georgia
$217K -$37K -300 -15%
IGWM
162
ICA Group Wealth Management
Colorado
$208K -$11.7K -95 -5%
SP
163
Sequent Planning
Nebraska
$206K +$206K +1,668 New
SPIA
164
Steward Partners Investment Advisory
New York
$200K +$148K +1,200 +283%
RFG
165
REAP Financial Group
Texas
$176K +$370 +3 +0.2%
SOAMC
166
Spirit of America Management Corp
New York
$152K +$152K +1,278 New
HWA
167
HHM Wealth Advisors
Tennessee
$149K +$149K +1,209 New
PS
168
Principal Securities
Iowa
$142K -$10.8K -88 -7%
BEI
169
Benjamin Edwards Inc
Missouri
$136K -$6.66K -54 -5%
HNB
170
Huntington National Bank
Ohio
$118K -$61.5K
AF
171
Advisornet Financial
Minnesota
$94.4K
SS
172
Sunbelt Securities
Texas
$89.4K
T
173
Tidemark
California
$79K -$11.3K -92 -13%
PB
174
Pinnacle Bancorp
Nebraska
$61.6K +$12.3K +100 +25%
ADL
175
Asset Dedication LLC
California
$60K