FTC icon

First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

113 hedge funds and large institutions have $659M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
46
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.2M
2
IA
2
IFP Advisors
Florida
$6.19M
3
LPL Financial
3
LPL Financial
California
$46.8M
4
Wells Fargo
4
Wells Fargo
California
$69.7M
5
UR
5
USCA RIA
Texas
$2.96M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$47.6M
2
TFA
2
Transamerica Financial Advisors
Florida
$77K
3
CCA
3
Clearwater Capital Advisors
Illinois
$12.2M
4
Jane Street
4
Jane Street
New York
$1.5M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M 1,499,462 -15,215 -1%
Wells Fargo
2
Wells Fargo
California
$69.7M 995,450 +60,075 +6%
UBS Group
3
UBS Group
Switzerland
$47.6M 680,862 -42,694 -6%
LPL Financial
4
LPL Financial
California
$46.8M 669,367 +64,954 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$46.2M 659,637 +121,624 +23%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$33.8M 482,750 +5,360 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29.3M 419,256 +35,563 +9%
PI
8
PFS Investments
Georgia
$27.5M 392,973 +21,937 +6%
Bank of America
9
Bank of America
North Carolina
$23.1M 329,890 -7,732 -2%
First Trust Advisors
10
First Trust Advisors
Illinois
$18.6M 265,998 +7,275 +3%
AG
11
Advisor Group
Arizona
$13M 185,396 +20,876 +13%
CCA
12
Clearwater Capital Advisors
Illinois
$12.2M 173,644 -27,561 -14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$12.1M 172,599 -6,726 -4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$10.9M 156,069 +740 +0.5%
RJA
15
Raymond James & Associates
Florida
$10.9M 155,045 -9,621 -6%
FAAS
16
First Allied Advisory Services
California
$8.08M 115,589 +33,090 +40%
GIA
17
Gladstone Institutional Advisory
Florida
$7.46M 106,636 +34,465 +48%
DADC
18
D.A. Davidson & Co
Montana
$7.22M 103,153 +9,742 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.08M 101,197 +3,204 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.98M 99,706 +2,537 +3%
MML Investors Services
21
MML Investors Services
Massachusetts
$6.97M 99,639 -7,161 -7%
IA
22
IFP Advisors
Florida
$6.19M 89,055 +89,055 New
HI
23
Horizon Investments
North Carolina
$5.74M 81,960 -481 -0.6%
Stifel Financial
24
Stifel Financial
Missouri
$5.69M 81,353 +13,708 +20%
SCA
25
Snowden Capital Advisors
New York
$5.11M 72,980 +404 +0.6%
1
2 3 4 5