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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

56 hedge funds and large institutions have $101M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$13.2M
2
Citadel Advisors
Citadel Advisors
Florida
$1.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.31M
4
UBS Group
UBS Group
Switzerland
$1.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$237K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.75M
2
DADC
D.A. Davidson & Co
Montana
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.46M
4
PFS
Prospera Financial Services
Texas
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.2M +$2.21M +17,731 +20%
LPL Financial
2
LPL Financial
California
$10M -$4.11K -33 -0%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.81M -$301K -2,417 -3%
Morgan Stanley
4
Morgan Stanley
New York
$8.75M -$8.36M -67,138 -49%
Goldman Sachs
5
Goldman Sachs
New York
$6.84M – – –
PFA
6
Plotkin Financial Advisors
Maryland
$5.81M +$21.3K +171 +0.4%
Truist Financial
7
Truist Financial
North Carolina
$4.75M -$97.7K -784 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.19M -$232K -1,861 -5%
Bank of America
9
Bank of America
North Carolina
$3.5M +$19.8K +159 +0.6%
KIG
10
Kowal Investment Group
Wisconsin
$3.41M +$19.1K +153 +0.6%
WMP
11
Wealth Management Partners
Arizona
$2.72M +$1.74K +14 +0.1%
RJA
12
Raymond James & Associates
Florida
$2.03M -$368K -2,954 -15%
PAG
13
Private Advisor Group
New Jersey
$2.03M +$60.3K +484 +3%
Wells Fargo
14
Wells Fargo
California
$1.99M +$179K +1,438 +10%
Citadel Advisors
15
Citadel Advisors
Florida
$1.71M +$1.71M +13,707 New
UBS Group
16
UBS Group
Switzerland
$1.7M +$274K +2,197 +19%
SFPG
17
Stonebridge Financial Planning Group
Florida
$1.49M -$86.6K -695 -5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.46M -$886K -7,110 -38%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.44M -$123K -987 -8%
6F
20
626 Financial
Michigan
$1.35M -$9.84K -79 -0.7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.31M +$1.31M +10,507 New
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$1.3M +$18.3K +147 +1%
IA
23
IFP Advisors
Florida
$892K +$8.22K +66 +0.9%
AR
24
Apeiron RIA
Texas
$878K -$2.87K -23 -0.3%
Osaic Holdings
25
Osaic Holdings
Arizona
$769K +$49.5K +398 +7%
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