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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

58 hedge funds and large institutions have $109M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
19
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$16.4M
2
Morgan Stanley
Morgan Stanley
New York
$12M
3
FTS
Fifth Third Securities
Ohio
$1.29M
4
Citadel Advisors
Citadel Advisors
Florida
$2.49M
5
GWM
Geneos Wealth Management
Colorado
$1.49M

Top Sellers

1
NL
NWAM LLC
Washington
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$971K
3
Osaic Holdings
Osaic Holdings
Arizona
$432K
4
1SB
1ST Source Bank
Indiana
$0
5
6F
626 Financial
Michigan
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
26
Apeiron RIA
Texas
$828K -$39.8K -323 -5%
Stifel Financial
27
Stifel Financial
Missouri
$738K +$57.4K +466 +8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$649K -$30.3K -246 -4%
NS
29
NBC Securities
Alabama
$564K +$14.9K +121 +3%
WH
30
Willner & Heller
California
$463K -$34.5K -280 -7%
SA
31
Sanctuary Advisors
Indiana
$449K +$449K +3,775 New
Osaic Holdings
32
Osaic Holdings
Arizona
$432K -$328K -2,669 -43%
HF
33
HRT Financial
New York
$336K +$336K +2,730 New
BW
34
Bison Wealth
Georgia
$333K – – –
LRPA
35
L. Roy Papp & Associates
Arizona
$320K – – –
GRP
36
Global Retirement Partners
California
$295K – – –
GWP
37
Gateway Wealth Partners
Wisconsin
$291K +$14K +114 +5%
KAS
38
Kestra Advisory Services
Texas
$286K +$19.2K +156 +7%
IAIM
39
International Assets Investment Management
Florida
$269K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$249K +$123 +1 +0%
CA
41
Clearstead Advisors
Ohio
$247K +$247K +2,008 New
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$236K +$1.85K +15 +0.8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$203K +$203K +1,652 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$159K +$6.4K +52 +4%
SAM
45
Smartleaf Asset Management
Massachusetts
$92.2K – – –
AP
46
Advisors Preferred
Maryland
$74K +$74K +605 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$50.2K -$123 -1 -0.2%
SWM
48
Spire Wealth Management
Virginia
$49.4K – – –
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
$37.5K +$37.5K +304 New
HI
50
Harbour Investments
Wisconsin
$31.4K -$3.2K -26 -9%
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