FAD icon

First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

76 hedge funds and large institutions have $173M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.7M
2
Wells Fargo
2
Wells Fargo
California
$18.2M
3
Raymond James Financial
3
Raymond James Financial
Florida
$19.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$2.01M
5
CAC
5
Certified Advisory Corp
Florida
$937K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$4.09M
2
VF
2
Virtu Financial
New York
$385K
3
GWM
3
Geneos Wealth Management
Colorado
$3.02M
4
LPL Financial
4
LPL Financial
California
$15M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.7M 202,432 +105,485 +109%
Raymond James Financial
2
Raymond James Financial
Florida
$19.8M 134,552 +51,752 +63%
Wells Fargo
3
Wells Fargo
California
$18.2M 123,837 +99,747 +414%
LPL Financial
4
LPL Financial
California
$15M 101,848 -9,138 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.57M 65,181 +3,504 +6%
Goldman Sachs
6
Goldman Sachs
New York
$7.62M 51,870 +1,870 +4%
Truist Financial
7
Truist Financial
North Carolina
$7.14M 48,647 +2,730 +6%
PFA
8
Plotkin Financial Advisors
Maryland
$6.7M 45,602 -547 -1%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$4.78M 32,523 -687 -2%
Bank of America
10
Bank of America
North Carolina
$4.66M 31,719 +3,037 +11%
Creative Planning
11
Creative Planning
Kansas
$4.09M 27,825 -28,337 -50%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.69M 25,163 +41 +0.2%
WMP
13
Wealth Management Partners
Arizona
$3.54M 23,992 +1,038 +5%
GWM
14
Geneos Wealth Management
Colorado
$3.02M 20,562 -14,807 -42%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.17M 14,754 +2,168 +17%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.09M 14,235 -184 -1%
UBS Group
17
UBS Group
Switzerland
$2.08M 14,146 -914 -6%
PAG
18
Private Advisor Group
New Jersey
$2.05M 13,996 +72 +0.5%
WWA
19
WCG Wealth Advisors
Nevada
$2.01M 13,668 +13,668 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$1.62M 11,135 +2,518 +29%
Stifel Financial
21
Stifel Financial
Missouri
$1.58M 10,789 +698 +7%
SFPG
22
Stonebridge Financial Planning Group
Florida
$1.55M 10,572 – –
FTS
23
Fifth Third Securities
Ohio
$1.53M 10,409 -877 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.46M 9,956 -37 -0.4%
6F
25
626 Financial
Michigan
$1.4M 9,518 – –
1
2 3 4