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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$319K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
NS
NBC Securities
Alabama
$540
4
Goldman Sachs
Goldman Sachs
New York
$6.91M
5
Morgan Stanley
Morgan Stanley
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$175K -$7.05K -51 -4%
SAM
52
Smartleaf Asset Management
Massachusetts
$104K – – –
NA
53
NewEdge Advisors
Louisiana
$70.1K -$16.7K -121 -19%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$57.4K +$33.6K +243 +141%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$56.2K – – –
SWM
56
Spire Wealth Management
Virginia
$51.4K -$4.01K -29 -7%
TSMHT
57
Thurston Springer Miller Herd & Titak
Indiana
$40.4K -$10.4K -75 -20%
CA
58
CoreCap Advisors
Michigan
$34.6K – – –
HI
59
Harbour Investments
Wisconsin
$29.2K – – –
SIM
60
Synergy Investment Management
Florida
$28.3K +$28.3K +205 New
NWM
61
Nova Wealth Management
Florida
$24.9K +$24.9K +180 New
SIS
62
Sound Income Strategies
Florida
$12.4K – – –
BTI
63
Blue Trust Inc
Georgia
$11.6K +$11.6K +84 New
AWM
64
Avior Wealth Management
Nebraska
$8.21K – – –
Citigroup
65
Citigroup
New York
$6.91K – – –
PS
66
Principal Securities
Iowa
$3.46K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$2.21K – – –
Russell Investments Group
68
Russell Investments Group
United Kingdom
$1.94K +$1.94K +14 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$553 +$553 +4 New
NS
70
NBC Securities
Alabama
$540 -$755K -4,197 -100%
TRCT
71
Tower Research Capital (TRC)
New York
$138 +$138 +1 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$4.2M -31,407 Closed
EFG
73
Ethos Financial Group
Pennsylvania
– -$230K -1,722 Closed
FAM
74
Flaharty Asset Management
Florida
– -$153K -1,143 Closed
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