We are live on ! Find out more
FAD icon

First Trust Multi Cap Growth AlphaDEX Fund

94 hedge funds and large institutions have $251M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

13% more funds holding

Funds holding: 8394 (+11)

10% more capital invested

Capital invested by funds: $228M → $251M (+$22.8M)

1.79% more ownership

Funds ownership: 66.13%67.92% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$428K +$428K +2,647 New
LRPA
52
L. Roy Papp & Associates
Arizona
$420K
GRP
53
Global Retirement Partners
California
$379K -$20.2K -125 -5%
GWP
54
Gateway Wealth Partners
Wisconsin
$354K -$2.91K -18 -0.8%
QFW
55
QTR Family Wealth
Florida
$353K +$2.75K +17 +0.8%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$320K -$7.43K -46 -2%
PWM
57
Parkway Wealth Management
Texas
$311K +$311K +1,923 New
PA
58
PFG Advisors
Arizona
$299K +$6.3K +39 +2%
WIA
59
World Investment Advisors
California
$291K +$291K +1,798 New
CA
60
Clearstead Advisors
Ohio
$264K
1SB
61
1ST Source Bank
Indiana
$260K
TWM
62
TCFG Wealth Management
California
$244K
T
63
TrueFG
Texas
$239K
OIA
64
OneDigital Investment Advisors
Kansas
$235K -$152K -942 -39%
EH
65
Equitable Holdings
New York
$221K +$7.27K +45 +3%
TFS
66
Thoroughbred Financial Services
Tennessee
$218K
IA
67
IFG Advisory
Georgia
$212K
FFA
68
Farther Finance Advisors
California
$211K -$1.13K -7 -0.5%
ZIM
69
Zacks Investment Management
Illinois
$201K +$200K +1,240 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$145K
IAIM
71
International Assets Investment Management
Florida
$143K +$143K +884 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$135K +$54K +334 +67%
SAM
73
Smartleaf Asset Management
Massachusetts
$123K
FHA
74
Flagship Harbor Advisors
Massachusetts
$89K +$88.9K +550 New
SIS
75
Sound Income Strategies
Florida
$78.4K +$59.8K +370 +411%