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First Trust Multi Cap Growth AlphaDEX Fund
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Overview Fund Activity

71 hedge funds and large institutions have $109M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
21
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Creative Planning
2
Creative Planning
Kansas
$558K
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$465K
4
OIA
4
OneDigital Investment Advisors
Kansas
$290K
5
PA
5
PFG Advisors
Arizona
$259K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$319K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
NS
3
NBC Securities
Alabama
$540
4
Goldman Sachs
4
Goldman Sachs
New York
$6.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
26
Apeiron RIA
Texas
$727K -$106K -768 -13%
GSWM
27
Golden State Wealth Management
California
$715K +$715K +5,176 New
SA
28
Sanctuary Advisors
Indiana
$602K -$43.8K -299 -7%
Creative Planning
29
Creative Planning
Kansas
$558K +$558K +4,039 New
WH
30
Willner & Heller
California
$545K +$4.28K +31 +0.8%
NL
31
NWAM LLC
Washington
$534K -$30.5K -221 -5%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$465K +$296K +2,144 +176%
GWP
33
Gateway Wealth Partners
Wisconsin
$372K +$41.7K +302 +13%
LRPA
34
L. Roy Papp & Associates
Arizona
$359K – – –
GRP
35
Global Retirement Partners
California
$348K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$343K -$90.8K -657 -21%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$335K +$49.3K +357 +17%
IAIM
38
International Assets Investment Management
Florida
$319K -$40.9M -294,825 -99%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$291K +$10.8K +78 +4%
OIA
40
OneDigital Investment Advisors
Kansas
$290K +$290K +2,099 New
BW
41
Bison Wealth
Georgia
$288K -$65.6K -475 -19%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$287K +$2.63K +19 +0.9%
KAS
43
Kestra Advisory Services
Texas
$284K +$23.5K +170 +9%
PA
44
PFG Advisors
Arizona
$259K +$259K +1,875 New
VF
45
Virtu Financial
New York
$226K +$226K +1,638 New
CA
46
Clearstead Advisors
Ohio
$226K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$224K +$16.2K +117 +8%
1SB
48
1ST Source Bank
Indiana
$222K – – –
TWM
49
TCFG Wealth Management
California
$209K – – –
AAS
50
Ameritas Advisory Services
Nebraska
$207K – – –
1
2
3