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First Trust Large Cap Growth AlphaDEX Fund

166 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
66
Reduced
57
Closed
11
Calls
$558K
Puts
$288K
Net Calls
+$270K
Net Calls Change
+$993K
Name Market Value Shares Shares
Change
Shares
Change %
M1FG
1
Mach-1 Financial Group
Arkansas
$128M 1,379 +1,379 New
Morgan Stanley
2
Morgan Stanley
New York
$94.8M 1,019,073 +52,490 +5%
LPL Financial
3
LPL Financial
California
$89.3M 959,782 +20,788 +2%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$44.5M 477,768 +1,770 +0.4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$34.2M 367,380 +177,451 +93%
UBS Group
6
UBS Group
Switzerland
$32.3M 347,123 +4,844 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.5M 327,567 +19,591 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$28.7M 308,164 +70,166 +29%
Wells Fargo
9
Wells Fargo
California
$28.5M 306,219 -4,304 -1%
Bank of America
10
Bank of America
North Carolina
$17.4M 187,036 +1,099 +0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.6M 125,005 +9,884 +9%
AT
12
Arden Trust
Delaware
$11.2M 120,660 +120,660 New
AWS
13
Atria Wealth Solutions
New York
$11M 118,377 +3,313 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.92M 95,882 +12,126 +14%
Stifel Financial
15
Stifel Financial
Missouri
$8.9M 95,667 +1,225 +1%
RJA
16
Raymond James & Associates
Florida
$8.87M 95,360 -10,778 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.28M 88,968 -15,939 -15%
KWM
18
Kingsview Wealth Management
Oregon
$7.66M 82,299 +5,067 +7%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$7.06M 75,846 +1,857 +3%
DADC
20
D.A. Davidson & Co
Montana
$6.15M 66,133 -313 -0.5%
AAS
21
Avantax Advisory Services
Texas
$5.94M 63,891 -1,164 -2%
SCA
22
Snowden Capital Advisors
New York
$5.83M 62,678 +5,537 +10%
IWC
23
Integrated Wealth Concepts
Massachusetts
$5.7M 61,233 +28,862 +89%
CASC
24
Coppell Advisory Solutions Corp
Texas
$4.85M 52,952 +14,084 +36%
CAS
25
Coppell Advisory Solutions
Texas
$4.85M 52,952 +14,084 +36%