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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
NA
76
NewEdge Advisors
Louisiana
$78.3K +$72.7K +450 +1,324%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$69.1K
US Bancorp
78
US Bancorp
Minnesota
$63K +$808 +5 +1%
CFB
79
Cullen/Frost Bankers
Texas
$58.1K +$58K +359 New
GAFA
80
Garton & Associates Financial Advisors
Kentucky
$50.1K +$49.9K +309 New
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$39.3K
TSMHT
82
Thurston Springer Miller Herd & Titak
Indiana
$37.4K +$37.3K +231 New
HI
83
Harbour Investments
Wisconsin
$34.2K
AF
84
Allworth Financial
California
$32.4K
NS
85
NBC Securities
Alabama
$27.5K
GFA
86
Godfrey Financial Associates
New York
$23.8K +$23.8K +147 New
NEWAS
87
N.E.W. Advisory Services
Wisconsin
$22.3K +$22.3K +138 New
AIS
88
Advocate Investing Services
Maryland
$21.7K +$21.7K +134 New
William Blair & Company
89
William Blair & Company
Illinois
$18.6K
Comerica Bank
90
Comerica Bank
Texas
$14.9K
BTI
91
Blue Trust Inc
Georgia
$13.6K
Citigroup
92
Citigroup
New York
$8.09K -$16.3K -101 -67%
SPIA
93
Steward Partners Investment Advisory
New York
$2.59K
Russell Investments Group
94
Russell Investments Group
United Kingdom
$971
Citadel Advisors
95
Citadel Advisors
Florida
-$3.21M -20,011 Closed
Betterment LLC
96
Betterment LLC
New York
-$223K -1,391 Closed
AAS
97
Ameritas Advisory Services
Nebraska
-$197K -1,230 Closed
PS
98
Principal Securities
Iowa
-$59.9K -373 Closed
CA
99
CoreCap Advisors
Michigan
-$40.1K -250 Closed
JP Morgan Chase
100
JP Morgan Chase
New York
-$6.39K -39 Closed