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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 %
HNB
176
Huntington National Bank
Ohio
$61.5K -$54.3K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$57K +$17.9K +163 +46%
ADL
178
Asset Dedication LLC
California
$53K
FGAM
179
Financial Gravity Asset Management
Texas
$50.3K +$50.3K +459 New
SPIA
180
Steward Partners Investment Advisory
New York
$46.5K -$22.8K -208 -33%
PB
181
Pinnacle Bancorp
Nebraska
$43.8K +$43.8K +400 New
MFT
182
Moisand Fitzgerald Tamayo
Florida
$38K +$38K +347 New
GWSG
183
GPS Wealth Strategies Group
Colorado
$37.6K
TCA
184
Trifecta Capital Advisors
Illinois
$30.9K
TAM
185
Tucker Asset Management
Colorado
$30.8K -$30.8K -281 -50%
RDIA
186
RE Dickinson Investment Advisors
Iowa
$25K -$4.96K -45 -17%
BTI
187
Blue Trust Inc
Georgia
$21K +$21K +217 New
AWM
188
Avior Wealth Management
Nebraska
$9.2K -$457K -4,167 -98%
FFA
189
Farther Finance Advisors
California
$5.7K
KFI
190
Key Financial Inc
Pennsylvania
$3.62K
TVAMP
191
Tennessee Valley Asset Management Partners
Tennessee
$2.74K +$2.74K +25 New
DFA
192
DHJJ Financial Advisors
Illinois
$877
SMF
193
Sterling Manor Financial
New York
-$4.59M -47,391 Closed
TLFA
194
True Link Financial Advisors
California
-$992K -10,247 Closed
VF
195
Virtu Financial
New York
-$861K -8,903 Closed
WC
196
Waterloo Capital
Texas
-$842K -8,701 Closed
IP
197
Ignite Planners
California
-$627K -6,579 Closed
GAA
198
Global Assets Advisory
Florida
-$507K -5,243 Closed
TSS
199
Two Sigma Securities
New York
-$391K -4,037 Closed
KWA
200
Kingswood Wealth Advisors
California
-$266K -2,750 Closed