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First Trust Large Cap Growth AlphaDEX Fund

193 hedge funds and large institutions have $749M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
52
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
151
WealthTrust Asset Management
Florida
$253K
LA
152
LexAurum Advisors
Kansas
$251K +$19.8K +151 +9%
IFWM
153
Institute for Wealth Management
Colorado
$249K
CCP
154
Clarity Capital Partners
California
$246K
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$244K -$64.9K -494 -21%
FFA
156
Founders Financial Alliance
North Carolina
$241K +$131 +1 +0.1%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$236K +$105K +800 +80%
PTC
158
Private Trust Company
Ohio
$235K
FFS
159
Founders Financial Securities
Maryland
$234K +$234K +1,784 New
GIA
160
Gladstone Institutional Advisory
Florida
$232K -$144K -1,099 -38%
DAS
161
Diversify Advisory Services
Utah
$230K +$135 +1 +0.1%
SC
162
Savant Capital
Illinois
$213K +$213K +1,622 New
William Blair & Company
163
William Blair & Company
Illinois
$207K +$207K +1,575 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$203K -$12.8K -97 -6%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$173K +$123K +935 +243%
SOAMC
166
Spirit of America Management Corp
New York
$161K -$9.46K -72 -6%
HWA
167
HHM Wealth Advisors
Tennessee
$159K
ZB
168
Zions Bancorporation
Utah
$158K
RFG
169
REAP Financial Group
Texas
$142K -$25.4K -193 -15%
AF
170
Advisornet Financial
Minnesota
$101K
FFA
171
Frazier Financial Advisors
Ohio
$91.9K
HNB
172
Hilltop National Bank
Wyoming
$90.4K
TAM
173
Tucker Asset Management
Colorado
$79.5K -$6.97K -53 -8%
HNB
174
Huntington National Bank
Ohio
$73.7K -$68.7K
PS
175
Principal Securities
Iowa
$69.3K -$81.4K -619 -54%