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First Trust Large Cap Growth AlphaDEX Fund

151 hedge funds and large institutions have $786M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
48
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 1,156,241 +24,129 +2%
LPL Financial
2
LPL Financial
California
$109M 979,216 +77,416 +9%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$53.6M 482,751 +1,365 +0.3%
Wells Fargo
4
Wells Fargo
California
$52.2M 469,451 +7,539 +2%
UBS Group
5
UBS Group
Switzerland
$46.5M 418,340 -19,322 -4%
Bank of America
6
Bank of America
North Carolina
$27.3M 246,035 -10,953 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.1M 235,009 -38,022 -14%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$24.3M 219,033 +14,846 +7%
First Trust Advisors
9
First Trust Advisors
Illinois
$20.6M 185,393 -3,212 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$16.5M 148,417 +1,503 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15M 134,656 -1,706 -1%
Truist Financial
12
Truist Financial
North Carolina
$12.2M 110,229 -1,449 -1%
KAS
13
Kestra Advisory Services
Texas
$12.2M 109,422 +8,614 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.1M 99,836 +6,622 +7%
SMF
15
Sterling Manor Financial
New York
$10.5M 94,685 +61,225 +183%
DADC
16
D.A. Davidson & Co
Montana
$9.28M 83,534 +2,099 +3%
FPWM
17
FSB Premier Wealth Management
Iowa
$8.98M 80,808 -5,369 -6%
GM
18
GeoWealth Management
Illinois
$7.54M 67,874 +67,874 New
SW
19
Signify Wealth
Missouri
$7.05M 63,429 +63,429 New
RJA
20
Raymond James & Associates
Florida
$6.87M 61,874 -391 -0.6%
AAS
21
Avantax Advisory Services
Texas
$6.56M 59,057 -684 -1%
HI
22
Harbour Investments
Wisconsin
$6.44M 57,956 -2,243 -4%
KPWS
23
Kestra Private Wealth Services
Texas
$6.36M 57,214 +17,867 +45%
IA
24
IFP Advisors
Florida
$6.29M 56,651 +381 +0.7%
IWM
25
IHT Wealth Management
Illinois
$5.88M 52,938 -3,070 -5%