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First Trust Large Cap Growth AlphaDEX Fund

193 hedge funds and large institutions have $749M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 13 closing their positions.

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
52
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M 833,115 -18,460 -2%
LPL Financial
2
LPL Financial
California
$94M 715,042 -42,373 -6%
Wells Fargo
3
Wells Fargo
California
$58.3M 443,176 +32,644 +8%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$56.6M 430,251 +430,251 New
UBS Group
5
UBS Group
Switzerland
$35.5M 269,739 +8,565 +3%
First Trust Advisors
6
First Trust Advisors
Illinois
$25.5M 193,953 -2,353 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.2M 183,828 -1,256 -0.7%
Bank of America
8
Bank of America
North Carolina
$21.2M 161,226 -1,954 -1%
KWM
9
Kingsview Wealth Management
Oregon
$20.6M 156,461 -24,460 -14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$16.6M 126,076 -7,836 -6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$15.5M 117,985 -2,124 -2%
RJA
12
Raymond James & Associates
Florida
$14.9M 113,004 +9,945 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$12.8M 97,221 -13,944 -13%
WA
14
Win Advisors
Florida
$11.9M 90,777 +90,777 New
USCWA
15
U.S. Capital Wealth Advisors
Texas
$11.5M 87,802 +988 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.5M 87,748 -13,555 -13%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$10.7M 81,737 -43,720 -35%
AAS
18
Avantax Advisory Services
Texas
$7.7M 58,604 -595 -1%
CI
19
CX Institutional
Indiana
$6.63M 50,430 +6,476 +15%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.37M 48,433 +21,294 +78%
DADC
21
D.A. Davidson & Co
Montana
$6.31M 47,985 -1,924 -4%
BEI
22
Benjamin Edwards Inc
Missouri
$6.13M 46,618 +45,509 +4,104%
Citadel Advisors
23
Citadel Advisors
Florida
$5.75M 43,778 +30,217 +223%
WWM
24
Western Wealth Management
Colorado
$5.11M 38,860 -276 -0.7%
IA
25
IFP Advisors
Florida
$4.88M 37,096 -32 -0.1%