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First Trust Large Cap Growth AlphaDEX Fund

190 hedge funds and large institutions have $790M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$103M 837,768 -144,156 -15%
Morgan Stanley
2
Morgan Stanley
New York
$103M 835,500 -872,422 -51%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$54.2M 439,621 -10,512 -2%
Wells Fargo
4
Wells Fargo
California
$48.4M 392,679 +2,635 +0.7%
UBS Group
5
UBS Group
Switzerland
$32.6M 264,128 -8,156 -3%
First Trust Advisors
6
First Trust Advisors
Illinois
$27.3M 221,094 +182,037 +466%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.5M 182,825 +124,141 +212%
KWM
8
Kingsview Wealth Management
Oregon
$22.3M 180,882 +13,733 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.2M 180,468 -27,667 -13%
Bank of America
10
Bank of America
North Carolina
$20M 162,431 -2,535 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.4M 149,348 -146,464 -50%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$16M 130,107 +72,523 +126%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$14.9M 120,939 +424 +0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.7M 111,441 -8,765 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.3M 107,900 +35,550 +49%
RJA
16
Raymond James & Associates
Florida
$13.2M 106,838 +24,230 +29%
WA
17
Win Advisors
Florida
$12.7M 103,315 +103,315 New
USCWA
18
U.S. Capital Wealth Advisors
Texas
$9.62M 78,038 -738 -0.9%
GM
19
GeoWealth Management
Illinois
$9.28M 75,256 +72,755 +2,909%
AAS
20
Avantax Advisory Services
Texas
$8.26M 66,965 -804 -1%
CAN
21
Cetera Advisor Networks
California
$6.79M 55,076 +1,223 +2%
Stifel Financial
22
Stifel Financial
Missouri
$6.5M 52,688 -5,775 -10%
DADC
23
D.A. Davidson & Co
Montana
$6.41M 51,997 -2,587 -5%
CI
24
CX Institutional
Indiana
$5.98M 48,507 +15,296 +46%
WWM
25
Western Wealth Management
Colorado
$5.46M 44,303 +10,333 +30%