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First Trust Large Cap Growth AlphaDEX Fund

180 hedge funds and large institutions have $694M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
60
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.9M 990,634 -26,249 -3%
LPL Financial
2
LPL Financial
California
$93M 960,657 -42,154 -4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$43.7M 451,858 -13,646 -3%
Wells Fargo
4
Wells Fargo
California
$37.4M 386,673 +3,821 +1%
First Trust Advisors
5
First Trust Advisors
Illinois
$31M 320,644 +280,378 +696%
UBS Group
6
UBS Group
Switzerland
$27.3M 281,685 -9,429 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$24.9M 257,517 -97,388 -27%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$20.2M 208,549 -4,657 -2%
Bank of America
9
Bank of America
North Carolina
$16.6M 171,713 +835 +0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$16.2M 167,931 -49,796 -23%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.5M 139,082 +5,782 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.5M 128,866 +59,794 +87%
KWM
13
Kingsview Wealth Management
Oregon
$11.9M 123,039 +41,334 +51%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$10.9M 113,090 +101,315 +860%
RJA
15
Raymond James & Associates
Florida
$10.9M 112,440 +31,060 +38%
IWC
16
Integrated Wealth Concepts
Massachusetts
$10.7M 110,227 +43,851 +66%
AT
17
Arden Trust
Delaware
$9.68M 100,083 -25,167 -20%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$7.61M 78,633 +1,254 +2%
Stifel Financial
19
Stifel Financial
Missouri
$7.4M 76,493 -12,967 -14%
GM
20
GeoWealth Management
Illinois
$7.32M 75,692 +75,692 New
CI
21
CX Institutional
Indiana
$7.18M 74,210 +38,671 +109%
AAS
22
Avantax Advisory Services
Texas
$6.37M 65,808 -1,423 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.93M 61,261 -8,893 -13%
SCA
24
Snowden Capital Advisors
New York
$5.86M 60,583 -744 -1%
DADC
25
D.A. Davidson & Co
Montana
$5.56M 57,491 -1,632 -3%