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First Trust Large Cap Growth AlphaDEX Fund

189 hedge funds and large institutions have $691M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
53
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$245K -$255K -2,084 -51%
SWM
152
Spire Wealth Management
Virginia
$239K
WAM
153
WealthTrust Asset Management
Florida
$235K
IFWM
154
Institute for Wealth Management
Colorado
$232K -$2.08K -17 -0.9%
CCP
155
Clarity Capital Partners
California
$229K
FFA
156
Founders Financial Alliance
North Carolina
$225K
PTC
157
Private Trust Company
Ohio
$219K
LA
158
LexAurum Advisors
Kansas
$215K +$215K +1,755 New
DAS
159
Diversify Advisory Services
Utah
$211K -$58.8K -474 -22%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$201K -$105K -853 -34%
SPIA
161
Steward Partners Investment Advisory
New York
$199K
SOAMC
162
Spirit of America Management Corp
New York
$159K +$1.96K +16 +1%
RFG
163
REAP Financial Group
Texas
$156K -$18.5K -151 -11%
HWA
164
HHM Wealth Advisors
Tennessee
$148K
ZB
165
Zions Bancorporation
Utah
$147K +$147K +1,200 New
PS
166
Principal Securities
Iowa
$140K -$980 -8 -0.7%
BEI
167
Benjamin Edwards Inc
Missouri
$136K +$736 +6 +0.5%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$122K +$83.8K +684 +217%
AF
169
Advisornet Financial
Minnesota
$93.9K
FFA
170
Frazier Financial Advisors
Ohio
$85.6K +$85.6K +699 New
HNB
171
Hilltop National Bank
Wyoming
$84.3K +$84.3K +688 New
TAM
172
Tucker Asset Management
Colorado
$80.6K +$45.3K +370 +128%
HNB
173
Huntington National Bank
Ohio
$68.7K -$118K
PB
174
Pinnacle Bancorp
Nebraska
$61.3K
ADL
175
Asset Dedication LLC
California
$59.2K