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First Trust Multi Cap Growth AlphaDEX Fund

58 hedge funds and large institutions have $109M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
19
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$16.4M +$3.38M +27,492 +26%
Morgan Stanley
2
Morgan Stanley
New York
$12M +$3.3M +26,812 +38%
LPL Financial
3
LPL Financial
California
$10.2M +$235K +1,905 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.57M -$126K -1,021 -1%
Goldman Sachs
5
Goldman Sachs
New York
$6.76M
PFA
6
Plotkin Financial Advisors
Maryland
$5.7M -$45.1K -366 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M +$619K +5,027 +15%
Truist Financial
8
Truist Financial
North Carolina
$4.57M -$121K -986 -3%
Bank of America
9
Bank of America
North Carolina
$3.64M +$182K +1,479 +5%
KIG
10
Kowal Investment Group
Wisconsin
$3.35M -$24.1K -196 -0.7%
WMP
11
Wealth Management Partners
Arizona
$2.7M +$8.25K +67 +0.3%
Citadel Advisors
12
Citadel Advisors
Florida
$2.49M +$804K +6,533 +48%
Wells Fargo
13
Wells Fargo
California
$2.37M +$405K +3,292 +21%
PAG
14
Private Advisor Group
New Jersey
$1.97M -$28.6K -232 -1%
RJA
15
Raymond James & Associates
Florida
$1.94M -$63.2K -513 -3%
UBS Group
16
UBS Group
Switzerland
$1.76M +$77.3K +628 +5%
GWM
17
Geneos Wealth Management
Colorado
$1.49M +$755K +6,136 +103%
SFPG
18
Stonebridge Financial Planning Group
Florida
$1.43M -$40K -325 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.41M -$26.5K -215 -2%
RFWA
20
RPg Family Wealth Advisory
Massachusetts
$1.34M +$61.3K +498 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.34M +$42.1K +342 +3%
FTS
22
Fifth Third Securities
Ohio
$1.29M +$1.29M +10,505 New
6F
23
626 Financial
Michigan
$1.17M -$166K -1,349 -12%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$971K -$450K -3,654 -32%
IA
25
IFP Advisors
Florida
$864K -$17.7K -144 -2%