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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

56 hedge funds and large institutions have $101M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$13.2M
2
Citadel Advisors
Citadel Advisors
Florida
$1.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.31M
4
UBS Group
UBS Group
Switzerland
$1.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$237K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.75M
2
DADC
D.A. Davidson & Co
Montana
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.46M
4
PFS
Prospera Financial Services
Texas
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$742K -$18.7K -150 -2%
Stifel Financial
27
Stifel Financial
Missouri
$689K -$8.72K -70 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$688K +$35.3K +283 +5%
NS
29
NBC Securities
Alabama
$555K -$8.58K -69 -2%
WH
30
Willner & Heller
California
$503K +$872 +7 +0.2%
NL
31
NWAM LLC
Washington
$492K – – –
CA
32
Cetera Advisors
Colorado
$376K +$103K +826 +38%
BW
33
Bison Wealth
Georgia
$333K +$55.7K +447 +20%
LRPA
34
L. Roy Papp & Associates
Arizona
$323K – – –
GRP
35
Global Retirement Partners
California
$299K -$5.98K -48 -2%
CAN
36
Cetera Advisor Networks
California
$285K -$106K -853 -27%
GWP
37
Gateway Wealth Partners
Wisconsin
$280K -$6.85K -55 -2%
IAIM
38
International Assets Investment Management
Florida
$270K -$10.9K -88 -4%
KAS
39
Kestra Advisory Services
Texas
$270K -$28.7K -230 -10%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$252K – – –
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$250K – – –
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$237K +$237K +1,905 New
1SB
43
1ST Source Bank
Indiana
$200K -$80.2K -644 -29%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$154K – – –
SAM
45
Smartleaf Asset Management
Massachusetts
$93.5K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$50.9K +$29.1K +233 +133%
SWM
47
Spire Wealth Management
Virginia
$50K – – –
HI
48
Harbour Investments
Wisconsin
$35K +$13.8K +111 +65%
CA
49
CoreCap Advisors
Michigan
$31.1K +$31.1K +250 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$21.4K -$1.5K -12 -7%
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