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First Trust Multi Cap Growth AlphaDEX Fund
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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 %
6F
26
626 Financial
Michigan
$1.4M 9,518 – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.29M 8,772 +848 +11%
IA
28
IFP Advisors
Florida
$1.02M 6,941 -15 -0.2%
CAC
29
Certified Advisory Corp
Florida
$937K 6,383 +6,383 New
KAS
30
Kestra Advisory Services
Texas
$907K 6,175 +3,793 +159%
Two Sigma Investments
31
Two Sigma Investments
New York
$808K 5,500 +5,500 New
PWS
32
Proactive Wealth Strategies
Georgia
$781K 5,318 +2 +0%
GSWM
33
Golden State Wealth Management
California
$760K 5,176 – –
AR
34
Apeiron RIA
Texas
$759K 5,171 -7 -0.1%
WH
35
Willner & Heller
California
$744K 5,071 +288 +6%
NL
36
NWAM LLC
Washington
$582K 3,858 – –
NS
37
NBC Securities
Alabama
$571K 3,895 -127 -3%
NWM
38
Nova Wealth Management
Florida
$553K 3,771 +1,675 +80%
ACP
39
Aviance Capital Partners
Florida
$437K 2,975 – –
VF
40
Virtu Financial
New York
$385K 2,623 -15,145 -85%
LRPA
41
L. Roy Papp & Associates
Arizona
$381K 2,596 – –
Citadel Advisors
42
Citadel Advisors
Florida
$379K 2,580 +2,580 New
GRP
43
Global Retirement Partners
California
$370K 2,518 +2,518 New
Osaic Holdings
44
Osaic Holdings
Arizona
$367K 2,609 -322 -11%
GWP
45
Gateway Wealth Partners
Wisconsin
$353K 2,401 -21 -0.9%
OIA
46
OneDigital Investment Advisors
Kansas
$347K 2,362 -603 -20%
QFW
47
QTR Family Wealth
Florida
$319K 2,171 +13 +0.6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$317K 2,146 -443 -17%
PA
49
PFG Advisors
Arizona
$302K 2,055 +127 +7%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$296K 2,017 – –
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