FAD icon

First Trust Multi Cap Growth AlphaDEX Fund

42 hedge funds and large institutions have $77.9M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$276K
CA
27
Cetera Advisors
Colorado
$275K -$165K -2,215 -37%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$245K
KeyBank National Association
29
KeyBank National Association
Ohio
$212K -$13.8K -185 -6%
GWS
30
Glassman Wealth Services
Virginia
$151K
CFGS
31
Concourse Financial Group Securities
Alabama
$65K
GWM
32
Geneos Wealth Management
Colorado
$45K
Citigroup
33
Citigroup
New York
$44K +$8.3K +110 +23%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$37K +$37K +500 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$30K
RIA
36
Realta Investment Advisors
Delaware
$12K +$12K +165 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$9K
CAC
38
Certified Advisory Corp
Florida
$8K
SPIA
39
Steward Partners Investment Advisory
New York
$2K +$2K +36 New
IWA
40
IBEX Wealth Advisors
New Jersey
$2K +$2K +40 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1K +$1K +12 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$2.24M -31,197 Closed
KWM
43
Kingsview Wealth Management
Oregon
-$2.24M -31,187 Closed
GIA
44
Gladstone Institutional Advisory
Florida
-$1.2M -16,795 Closed
Jane Street
45
Jane Street
New York
-$1M -14,009 Closed
1SB
46
1ST Source Bank
Indiana
-$330K -4,605 Closed
CWA
47
Clarus Wealth Advisors
Arizona
-$52K -725 Closed
IWP
48
Icon Wealth Partners
Texas
-$1K -7 Closed