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First Trust Large Cap Growth AlphaDEX Fund

147 hedge funds and large institutions have $652M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
34
Reduced
69
Closed
10
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$1.09M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$112M 1,142,019 -136,990 -11%
LPL Financial
2
LPL Financial
California
$81.9M 838,800 -20,552 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$46.3M 473,892 -5,093 -1%
Wells Fargo
4
Wells Fargo
California
$46.1M 472,173 -106,016 -18%
UBS Group
5
UBS Group
Switzerland
$42.3M 432,970 -17,622 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.6M 262,117 +27,134 +12%
Bank of America
7
Bank of America
North Carolina
$24.3M 248,394 -30,923 -11%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$20.6M 210,548 -9,038 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$15.1M 155,117 +24,020 +18%
First Trust Advisors
10
First Trust Advisors
Illinois
$12.7M 129,912 -35,957 -22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.8M 120,879 -28,992 -19%
Truist Financial
12
Truist Financial
North Carolina
$10.6M 108,940 -1,025 -0.9%
FPWM
13
FSB Premier Wealth Management
Iowa
$9.55M 97,771 -5,983 -6%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$9.04M 92,604 +43,014 +87%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.89M 90,625 -3,871 -4%
KAS
16
Kestra Advisory Services
Texas
$8.58M 87,822 +32,588 +59%
DADC
17
D.A. Davidson & Co
Montana
$7.87M 80,585 -2,246 -3%
AWM
18
AE Wealth Management
Kansas
$7.25M 74,187 +65,102 +717%
RJA
19
Raymond James & Associates
Florida
$6.28M 64,267 -48,897 -43%
MML Investors Services
20
MML Investors Services
Massachusetts
$6.08M 62,250 -1,116 -2%
HI
21
Harbour Investments
Wisconsin
$6.07M 62,108 +62,108 New
AAS
22
Avantax Advisory Services
Texas
$6.01M 61,517 -17,037 -22%
Stifel Financial
23
Stifel Financial
Missouri
$5.94M 60,793 -8,292 -12%
IWM
24
IHT Wealth Management
Illinois
$5.54M 56,735 -1,700 -3%
GIA
25
Gladstone Institutional Advisory
Florida
$5.49M 56,199 +244 +0.4%