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First Trust Large Cap Growth AlphaDEX Fund

189 hedge funds and large institutions have $691M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 11 closing their positions.

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
53
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 851,575 +16,075 +2%
LPL Financial
2
LPL Financial
California
$92.8M 757,415 -80,353 -10%
Wells Fargo
3
Wells Fargo
California
$50.3M 410,532 +17,853 +5%
UBS Group
4
UBS Group
Switzerland
$32M 261,174 -2,954 -1%
First Trust Advisors
5
First Trust Advisors
Illinois
$24.1M 196,306 -24,788 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$22.7M 185,084 +2,259 +1%
KWM
7
Kingsview Wealth Management
Oregon
$22.2M 180,921 +39 +0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.2M 172,875 -7,593 -4%
Bank of America
9
Bank of America
North Carolina
$20M 163,180 +749 +0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$16.4M 133,912 -15,436 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$15.4M 125,457 -4,650 -4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$14.7M 120,109 -830 -0.7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$13.6M 111,165 -276 -0.2%
RJA
14
Raymond James & Associates
Florida
$12.6M 103,059 -3,779 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.4M 101,303 -6,597 -6%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$10.6M 86,814 +8,776 +11%
AAS
17
Avantax Advisory Services
Texas
$7.25M 59,199 -7,766 -12%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$6.16M 50,302 +31,028 +161%
DADC
19
D.A. Davidson & Co
Montana
$6.12M 49,909 -2,088 -4%
Stifel Financial
20
Stifel Financial
Missouri
$5.68M 46,314 -6,374 -12%
CI
21
CX Institutional
Indiana
$5.39M 43,954 -4,553 -9%
AssetMark Inc
22
AssetMark Inc
California
$4.87M 39,761 +5,676 +17%
WWM
23
Western Wealth Management
Colorado
$4.8M 39,136 -5,167 -12%
IA
24
IFP Advisors
Florida
$4.55M 37,128 -606 -2%
IWM
25
IHT Wealth Management
Illinois
$4.34M 35,403 -2,181 -6%