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First Trust Multi Cap Growth AlphaDEX Fund
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Overview Fund Activity

69 hedge funds and large institutions have $122M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% 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
6
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$6.74M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.86M
3
LPL Financial
LPL Financial
California
+$2.85M
4
GWM
Geneos Wealth Management
Colorado
+$2.8M
5
VF
Virtu Financial
New York
+$2.09M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$1.92M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$354K
3
PAG
Private Advisor Group
New Jersey
-$332K
4
Wells Fargo
Wells Fargo
California
-$212K
5
TWM
TCFG Wealth Management
California
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$163K – – –
FAM
52
Flaharty Asset Management
Florida
$148K +$148K +1,143 New
SAM
53
Smartleaf Asset Management
Massachusetts
$96.8K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$53K -$647 -5 -1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$52.5K -$130 -1 -0.2%
SWM
56
Spire Wealth Management
Virginia
$48.1K – – –
SIM
57
Synergy Investment Management
Florida
$47.1K +$20.6K +159 +78%
NEWAS
58
N.E.W. Advisory Services
Wisconsin
$40.8K +$40.8K +316 New
TSMHT
59
Thurston Springer Miller Herd & Titak
Indiana
$37.8K – – –
CA
60
CoreCap Advisors
Michigan
$32.3K – – –
HI
61
Harbour Investments
Wisconsin
$27.3K – – –
FFA
62
Farther Finance Advisors
California
$25.9K +$25.9K +199 New
NA
63
NewEdge Advisors
Louisiana
$19.9K -$45.7K -353 -70%
SIS
64
Sound Income Strategies
Florida
$11.6K – – –
BTI
65
Blue Trust Inc
Georgia
$10.9K – – –
Citigroup
66
Citigroup
New York
$6.47K – – –
PS
67
Principal Securities
Iowa
$3.46K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$2.07K – – –
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1.29K -$518 -4 -29%
SAM
70
Synergy Asset Management
Washington
– -$1.92M -14,357 Closed
TWM
71
TCFG Wealth Management
California
– -$209K -1,510 Closed
AWM
72
Avior Wealth Management
Nebraska
– -$8.21K -59 Closed
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
– -$553 -4 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$138 -1 Closed
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