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First Trust Large Cap Growth AlphaDEX Fund

174 hedge funds and large institutions have $837M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 36 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+23
Holders Change %
+15.23%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
36
Reduced
69
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$136M 1,134,019 -22,222 -2%
LPL Financial
2
LPL Financial
California
$112M 928,276 -50,940 -5%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$56M 465,944 -16,807 -3%
Wells Fargo
4
Wells Fargo
California
$55.2M 458,904 -10,547 -2%
UBS Group
5
UBS Group
Switzerland
$53.4M 444,067 +25,727 +6%
Bank of America
6
Bank of America
North Carolina
$29.8M 248,182 +2,147 +0.9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29.5M 245,188 +96,771 +65%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$29.3M 243,978 +8,969 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$25.2M 209,227 -9,806 -4%
First Trust Advisors
10
First Trust Advisors
Illinois
$22.8M 190,001 +4,608 +2%
IWM
11
IHT Wealth Management
Illinois
$20.5M 170,475 +117,537 +222%
Truist Financial
12
Truist Financial
North Carolina
$13.1M 108,924 -1,305 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.9M 98,853 -983 -1%
DADC
14
D.A. Davidson & Co
Montana
$9.74M 80,960 -2,574 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.68M 80,526 -54,130 -40%
KAS
16
Kestra Advisory Services
Texas
$9.49M 78,955 -30,467 -28%
SMF
17
Sterling Manor Financial
New York
$9.21M 76,601 -18,084 -19%
FPWM
18
FSB Premier Wealth Management
Iowa
$9.08M 75,472 -5,336 -7%
Stifel Financial
19
Stifel Financial
Missouri
$8.69M 72,262 +24,551 +51%
RJA
20
Raymond James & Associates
Florida
$6.96M 57,859 -4,015 -6%
IA
21
IFP Advisors
Florida
$6.48M 53,871 -2,780 -5%
AAS
22
Avantax Advisory Services
Texas
$6.01M 50,010 -9,047 -15%
KWM
23
Kingsview Wealth Management
Oregon
$5.96M 49,556 +2,486 +5%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.44M 45,273 +90 +0.2%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.4M 44,915 +2,148 +5%