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First Trust Multi Cap Growth AlphaDEX Fund

52 hedge funds and large institutions have $97.3M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
15
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$644K +$348K +3,298 +118%
AR
27
Apeiron RIA
Texas
$640K -$20.2K -191 -3%
GWM
28
Geneos Wealth Management
Colorado
$620K +$19.4K +184 +3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$606K -$15.2K -144 -2%
Stifel Financial
30
Stifel Financial
Missouri
$574K -$12.3K -117 -2%
PFS
31
Prospera Financial Services
Texas
$439K -$9.92K -94 -2%
NL
32
NWAM LLC
Washington
$432K
CAN
33
Cetera Advisor Networks
California
$423K -$39.8K -377 -9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$366K -$249K -2,359 -40%
LRPA
35
L. Roy Papp & Associates
Arizona
$274K -$56.9K -539 -17%
BW
36
Bison Wealth
Georgia
$265K +$265K +2,511 New
GWP
37
Gateway Wealth Partners
Wisconsin
$247K
1SB
38
1ST Source Bank
Indiana
$237K
CA
39
Cetera Advisors
Colorado
$232K +$5.28K +50 +2%
IAIM
40
International Assets Investment Management
Florida
$231K -$23.6K -224 -9%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$213K +$211 +2 +0.1%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$212K +$212K +2,008 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$157K +$14K +133 +10%
SWM
44
Spire Wealth Management
Virginia
$45.4K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$27K -$739 -7 -3%
IGWM
46
ICA Group Wealth Management
Colorado
$15.8K
AWM
47
Avior Wealth Management
Nebraska
$11K
NA
48
NewEdge Advisors
Louisiana
$3.59K
SPIA
49
Steward Partners Investment Advisory
New York
$2.22K
GRP
50
Global Retirement Partners
California
$633