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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

48 hedge funds and large institutions have $77.6M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.36M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.57M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.71M
4
KIG
Kowal Investment Group
Wisconsin
$2.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$929K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$327K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$5.68M
4
WWM
Western Wealth Management
Colorado
$0
5
MCC
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$450K +$1.65K +18 +0.4%
NL
27
NWAM LLC
Washington
$397K +$83.3K +899 +27%
FAM
28
Flaharty Asset Management
Florida
$368K -$30.1K -328 -8%
KAS
29
Kestra Advisory Services
Texas
$327K -$6.94M -75,915 -96%
LRPA
30
L. Roy Papp & Associates
Arizona
$292K +$292K +3,185 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$270K +$10.2K +109 +4%
1SB
32
1ST Source Bank
Indiana
$206K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$188K -$36.2K -395 -16%
SWM
34
Spire Wealth Management
Virginia
$39K – – –
GWM
35
Geneos Wealth Management
Colorado
$31K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$27K -$181 -2 -0.7%
CA
37
CoreCap Advisors
Michigan
$23K +$23K +250 New
TCWM
38
Total Clarity Wealth Management
Illinois
$20K +$20K +215 New
LS
39
Leelyn Smith
Illinois
$18K -$363K -3,930 -95%
AWM
40
Avior Wealth Management
Nebraska
$9K – – –
HI
41
Harbour Investments
Wisconsin
$9K +$9K +100 New
SCA
42
Stonebridge Capital Advisors
Minnesota
$8K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +61 New
APA
44
American Portfolios Advisors
New York
$4.58K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$3K – – –
AR
46
Apeiron RIA
Texas
$589 +$39 +392 +7%
IAIM
47
International Assets Investment Management
Florida
$240 -$4 -46 -2%
Citadel Advisors
48
Citadel Advisors
Florida
– -$5.2M -46,299 Closed
WWM
49
Western Wealth Management
Colorado
– -$1.35M -12,035 Closed
MCC
50
Money Concepts Capital
Florida
– -$850K -7,574 Closed
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