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First Trust Multi Cap Growth AlphaDEX Fund
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Overview Fund Activity

49 hedge funds and large institutions have $99.2M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.24M
2
KAS
2
Kestra Advisory Services
Texas
$2.54M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.26M
4
CAN
4
Cetera Advisor Networks
California
$1.5M
5
Truist Financial
5
Truist Financial
North Carolina
$5.07M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.51M
2
Wells Fargo
2
Wells Fargo
California
$2.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$863K
4
VFA
4
Voya Financial Advisors
Connecticut
$0
5
FAM
5
Flaharty Asset Management
Florida
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$947K -$221K -1,850 -19%
Osaic Holdings
27
Osaic Holdings
Arizona
$863K -$963K -8,052 -53%
WP
28
WealthPLAN Partners
Nebraska
$629K – – –
VWA
29
V Wealth Advisors
Kansas
$612K +$24.7K +206 +4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$603K -$102K -850 -14%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$481K -$169K -1,412 -26%
Stifel Financial
32
Stifel Financial
Missouri
$476K -$17.6K -147 -4%
HI
33
Harbour Investments
Wisconsin
$449K – – –
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$442K – – –
CA
35
Cetera Advisors
Colorado
$323K +$15K +125 +5%
IAIM
36
International Assets Investment Management
Florida
$319K -$319K -2,668 -50%
1SB
37
1ST Source Bank
Indiana
$300K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$245K – – –
Ameriprise
39
Ameriprise
Minnesota
$201K +$201K +1,684 New
SWM
40
Spire Wealth Management
Virginia
$103K – – –
GWM
41
Geneos Wealth Management
Colorado
$79K – – –
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$71.3K +$71.3K +596 New
CFGS
43
Concourse Financial Group Securities
Alabama
$48K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$40K +$5K +42 +14%
Citigroup
45
Citigroup
New York
$36K -$35.8K -300 -50%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
LS
47
Leelyn Smith
Illinois
$23K +$23K +195 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$14K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$4K -$235 -2 -6%
VFA
50
Voya Financial Advisors
Connecticut
– -$584K -5,505 Closed
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