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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

51 hedge funds and large institutions have $94.3M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.49M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.01M
4
Citadel Advisors
Citadel Advisors
Florida
+$968K
5
Osaic Holdings
Osaic Holdings
Arizona
+$435K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.26M
3
IA
Insight Advisors
Pennsylvania
-$1.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.42M
5
UBS Group
UBS Group
Switzerland
-$814K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$3.9K – – –
IA
52
Insight Advisors
Pennsylvania
– -$1.66M -16,012 Closed
LI
53
LVZ Inc
Michigan
– -$272K -2,623 Closed
WAS
54
Wealth Advisory Solutions
Indiana
– -$204K -2,373 Closed
TI
55
tru Independence
Oregon
– -$9 -82 Closed
SFS
56
Sowell Financial Services
Arkansas
– -$1K -9 Closed
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