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First Trust Large Cap Growth AlphaDEX Fund

191 hedge funds and large institutions have $788M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
28
Increased
50
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$187M 1,707,922 +717,288 +72%
LPL Financial
2
LPL Financial
California
$108M 981,924 +21,267 +2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$49.3M 450,133 -1,725 -0.4%
Wells Fargo
4
Wells Fargo
California
$42.7M 390,044 +3,371 +0.9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M 295,812 +127,881 +76%
UBS Group
6
UBS Group
Switzerland
$29.8M 272,284 -9,401 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.8M 208,135 -49,382 -19%
KWM
8
Kingsview Wealth Management
Oregon
$18.3M 167,149 +44,110 +36%
Bank of America
9
Bank of America
North Carolina
$18.1M 164,966 -6,747 -4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$13.2M 120,515 +7,425 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$13.2M 120,206 -88,343 -42%
AT
12
Arden Trust
Delaware
$10.8M 98,435 -1,648 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.24M 84,233 -54,849 -39%
RJA
14
Raymond James & Associates
Florida
$9.05M 82,608 -29,832 -27%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$8.63M 78,776 +143 +0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.93M 72,350 -56,516 -44%
AAS
17
Avantax Advisory Services
Texas
$7.42M 67,769 +1,961 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.43M 58,684 +1,425 +2%
Stifel Financial
19
Stifel Financial
Missouri
$6.41M 58,463 -18,030 -24%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.31M 57,584 -3,677 -6%
DADC
21
D.A. Davidson & Co
Montana
$5.98M 54,584 -2,907 -5%
CAN
22
Cetera Advisor Networks
California
$5.9M 53,853 -2,575 -5%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.93M 44,998 -65,229 -59%
SCA
24
Snowden Capital Advisors
New York
$4.69M 42,838 -17,745 -29%
BBL
25
Beck Bode LLC
Massachusetts
$4.57M 41,684 -4,371 -9%