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First Trust Multi Cap Growth AlphaDEX Fund

53 hedge funds and large institutions have $80.8M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$10.3M
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.3M +$991K +10,115 +14%
Morgan Stanley
3
Morgan Stanley
New York
$5.58M -$16.6K -169 -0.3%
LPL Financial
4
LPL Financial
California
$5.42M +$399K +4,071 +8%
PFA
5
Plotkin Financial Advisors
Maryland
$4.83M -$121K -1,232 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.52M -$682K -6,962 -13%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$4.52M +$4.52M +46,178 New
Truist Financial
8
Truist Financial
North Carolina
$4.02M -$235K -2,403 -6%
KIG
9
Kowal Investment Group
Wisconsin
$2.83M -$195K -1,995 -6%
Bank of America
10
Bank of America
North Carolina
$2.6M +$65.6K +670 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.59M -$567K -5,789 -18%
HI
12
Harbour Investments
Wisconsin
$2.53M +$2.52M +25,755 +20,440%
DADC
13
D.A. Davidson & Co
Montana
$2.36M +$2.36M +24,141 New
Citadel Advisors
14
Citadel Advisors
Florida
$2.1M +$2.1M +21,456 New
RJA
15
Raymond James & Associates
Florida
$1.97M -$2.02M -20,672 -51%
Wells Fargo
16
Wells Fargo
California
$1.73M -$609K -6,217 -26%
PAG
17
Private Advisor Group
New Jersey
$1.4M -$196 -2 -0%
SFPG
18
Stonebridge Financial Planning Group
Florida
$1.36M -$142K -1,453 -10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.35M -$433K -4,418 -24%
6F
20
626 Financial
Michigan
$1.11M -$14.3K -146 -1%
VWA
21
V Wealth Advisors
Kansas
$943K -$124K -1,262 -12%
Osaic Holdings
22
Osaic Holdings
Arizona
$836K -$583K -5,961 -41%
UBS Group
23
UBS Group
Switzerland
$798K +$3.43K +35 +0.4%
AR
24
Apeiron RIA
Texas
$612K +$14.2K +145 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$576K -$25.8K -264 -4%