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First Trust Large Cap Growth AlphaDEX Fund

167 hedge funds and large institutions have $653M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 20 closing their positions.

Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
16
Increased
56
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$98.6M 924,476 -3,800 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$95.5M 895,298 -238,721 -21%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$50.4M 472,383 +6,439 +1%
UBS Group
4
UBS Group
Switzerland
$39.2M 367,242 -76,825 -17%
Wells Fargo
5
Wells Fargo
California
$37.1M 347,305 -111,599 -24%
Bank of America
6
Bank of America
North Carolina
$27.2M 255,013 +6,831 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.1M 244,862 +884 +0.4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$20.5M 192,104 -17,123 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19M 178,335 -66,853 -27%
GM
10
GeoWealth Management
Illinois
$16.5M 154,519 +154,519 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.1M 104,217 +23,691 +29%
AWS
12
Atria Wealth Solutions
New York
$8.9M 83,370 +83,370 New
Osaic Holdings
13
Osaic Holdings
Arizona
$8.85M 101,383 +2,530 +3%
DADC
14
D.A. Davidson & Co
Montana
$8.75M 81,988 +1,028 +1%
Stifel Financial
15
Stifel Financial
Missouri
$7.53M 70,580 -1,682 -2%
Truist Financial
16
Truist Financial
North Carolina
$7.43M 69,668 -39,256 -36%
RJA
17
Raymond James & Associates
Florida
$6.88M 64,489 +6,630 +11%
FPWM
18
FSB Premier Wealth Management
Iowa
$5.86M 58,745 -16,727 -22%
IWM
19
IHT Wealth Management
Illinois
$5.55M 51,992 -118,483 -70%
KWM
20
Kingsview Wealth Management
Oregon
$5.32M 49,897 +341 +0.7%
IA
21
IFP Advisors
Florida
$5.11M 75,567 +21,696 +40%
KAS
22
Kestra Advisory Services
Texas
$5.04M 47,204 -31,751 -40%
AAS
23
Avantax Advisory Services
Texas
$5M 46,856 -3,154 -6%
CAN
24
Cetera Advisor Networks
California
$4.49M 42,087 +4,748 +13%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.43M 41,536 -3,737 -8%