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First Trust Large Cap Growth AlphaDEX Fund

188 hedge funds and large institutions have $704M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 83 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
40
Reduced
83
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96M 730,677 -94,128 -11%
LPL Financial
2
LPL Financial
California
$90M 685,271 -28,725 -4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$58.8M 447,862 +10,746 +2%
Wells Fargo
4
Wells Fargo
California
$57M 434,022 +14,617 +3%
UBS Group
5
UBS Group
Switzerland
$34.7M 264,212 -1,677 -0.6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$30.2M 229,951 +112,072 +95%
Raymond James Financial
7
Raymond James Financial
Florida
$25.6M 194,542 -6,527 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$25.1M 190,933 -2,457 -1%
First Trust Advisors
9
First Trust Advisors
Illinois
$24.1M 183,084 -2,534 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$20.9M 158,701 +9,054 +6%
Bank of America
11
Bank of America
North Carolina
$19.7M 149,950 -1,656 -1%
KWM
12
Kingsview Wealth Management
Oregon
$15.7M 119,821 -18,235 -13%
CI
13
CX Institutional
Indiana
$12.3M 93,971 +35,892 +62%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.55M 72,689 -3,233 -4%
ECA
15
Elevation Capital Advisory
Oregon
$7.5M 57,087 +57,087 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.15M 54,436 -243 -0.4%
BEI
17
Benjamin Edwards Inc
Missouri
$6.06M 46,097 +3,154 +7%
DADC
18
D.A. Davidson & Co
Montana
$5.49M 41,809 -4,646 -10%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$5.41M 41,170 -46,177 -53%
AAS
20
Avantax Advisory Services
Texas
$4.55M 34,634 -12,617 -27%
GIA
21
Gladstone Institutional Advisory
Florida
$4.52M 34,436 +27,990 +434%
IWM
22
IHT Wealth Management
Illinois
$4.23M 32,164 -314 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.16M 31,681 +1,407 +5%
Stifel Financial
24
Stifel Financial
Missouri
$4.07M 30,929 -1,189 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.6M 27,355 +6,367 +30%