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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

65 hedge funds and large institutions have $115M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
23
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.2M
2
SAM
2
Synergy Asset Management
Washington
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$3.4M
4
NL
4
NWAM LLC
Washington
$546K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.55M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.53M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$899K +$97.8K +732 +12%
AR
27
Apeiron RIA
Texas
$805K -$93.4K -699 -10%
PWS
28
Proactive Wealth Strategies
Georgia
$709K +$709K +5,304 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$706K +$1.74K +13 +0.2%
SA
30
Sanctuary Advisors
Indiana
$655K +$94.5K +637 +17%
NS
31
NBC Securities
Alabama
$561K -$51K -382 -8%
NL
32
NWAM LLC
Washington
$546K +$546K +4,087 New
WH
33
Willner & Heller
California
$523K +$20.4K +153 +4%
Osaic Holdings
34
Osaic Holdings
Arizona
$419K -$49.4K -370 -11%
LRPA
35
L. Roy Papp & Associates
Arizona
$347K – – –
BW
36
Bison Wealth
Georgia
$342K -$15.2K -114 -4%
GRP
37
Global Retirement Partners
California
$336K +$16.2K +121 +5%
GWP
38
Gateway Wealth Partners
Wisconsin
$320K +$4.41K +33 +1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$276K +$19.4K +145 +8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$275K +$275K +2,057 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$271K +$401 +3 +0.1%
KAS
42
Kestra Advisory Services
Texas
$252K -$58K -434 -19%
EFG
43
Ethos Financial Group
Pennsylvania
$230K +$230K +1,722 New
CA
44
Clearstead Advisors
Ohio
$218K -$50.1K -375 -19%
1SB
45
1ST Source Bank
Indiana
$215K +$215K +1,606 New
TWM
46
TCFG Wealth Management
California
$202K +$202K +1,510 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$201K -$20K -150 -9%
AAS
48
Ameritas Advisory Services
Nebraska
$200K +$200K +1,500 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$176K +$3.21K +24 +2%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$162K +$162K +1,221 New
1
2
3