FTC icon

First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

169 hedge funds and large institutions have $682M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 10 closing their positions.

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
61
Reduced
65
Closed
10
Calls
$608K
Puts
$5.86M
Net Calls
-$5.25M
Net Calls Change
-$5.52M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.8M
2
SMF
2
Sterling Manor Financial
New York
$4.91M
3
LPL Financial
3
LPL Financial
California
$102M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.9M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$21.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.1M
4
UBS Group
4
UBS Group
Switzerland
$29.5M
5
AWS
5
Atria Wealth Solutions
New York
$7.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 1,016,883 -2,190 -0.2%
LPL Financial
2
LPL Financial
California
$102M 1,002,811 +43,029 +4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$47.2M 465,504 -12,264 -3%
Wells Fargo
4
Wells Fargo
California
$38.8M 382,852 +76,633 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.9M 354,905 +27,338 +8%
UBS Group
6
UBS Group
Switzerland
$29.5M 291,114 -56,009 -16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$22.1M 217,727 -90,437 -29%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$21.6M 213,206 -154,174 -42%
Bank of America
9
Bank of America
North Carolina
$17.3M 170,878 -16,158 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.5M 133,300 +8,295 +7%
AT
11
Arden Trust
Delaware
$12.7M 125,250 +4,590 +4%
Stifel Financial
12
Stifel Financial
Missouri
$9.06M 89,460 -6,207 -6%
KWM
13
Kingsview Wealth Management
Oregon
$8.28M 81,705 -594 -0.7%
RJA
14
Raymond James & Associates
Florida
$8.24M 81,380 -13,980 -15%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$7.84M 77,379 +1,533 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$7.11M 70,154 -25,728 -27%
AWS
17
Atria Wealth Solutions
New York
$7.01M 69,172 -49,205 -42%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7M 69,072 -19,896 -22%
AAS
19
Avantax Advisory Services
Texas
$6.81M 67,231 +3,340 +5%
IWC
20
Integrated Wealth Concepts
Massachusetts
$6.72M 66,376 +5,143 +8%
SCA
21
Snowden Capital Advisors
New York
$6.21M 61,327 -1,351 -2%
DADC
22
D.A. Davidson & Co
Montana
$5.99M 59,123 -7,010 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.33M 52,606 +11,220 +27%
CAS
24
Coppell Advisory Solutions
Texas
$5.1M 50,969 -1,983 -4%
BBL
25
Beck Bode LLC
Massachusetts
$4.91M 48,483 -107 -0.2%
1
2 3 4 5