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First Trust Multi Cap Growth AlphaDEX Fund

65 hedge funds and large institutions have $115M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.4M +$445K +3,330 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.1M -$6.72M -50,262 -38%
LPL Financial
3
LPL Financial
California
$11.1M +$48.8K +365 +0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.55M -$1.83M -13,705 -18%
Goldman Sachs
5
Goldman Sachs
New York
$7.34M
PFA
6
Plotkin Financial Advisors
Maryland
$6.18M -$8.68K -65 -0.1%
Truist Financial
7
Truist Financial
North Carolina
$5.11M +$158K +1,181 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.2M +$3.14M +23,518 +298%
Bank of America
9
Bank of America
North Carolina
$3.91M -$38.1K -285 -1%
KIG
10
Kowal Investment Group
Wisconsin
$3.59M -$43.6K -326 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.53M -$1.63M -12,212 -32%
Wells Fargo
12
Wells Fargo
California
$3.4M +$825K +6,172 +32%
WMP
13
Wealth Management Partners
Arizona
$2.92M -$7.08K -53 -0.2%
PAG
14
Private Advisor Group
New Jersey
$2.23M +$87.6K +656 +4%
RJA
15
Raymond James & Associates
Florida
$2.08M -$21.2K -159 -1%
UBS Group
16
UBS Group
Switzerland
$1.95M +$40.6K +304 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.94M +$402K +3,007 +26%
SAM
18
Synergy Asset Management
Washington
$1.92M +$1.92M +14,357 New
GWM
19
Geneos Wealth Management
Colorado
$1.7M +$82.7K +619 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.49M +$39.8K +298 +3%
RFWA
21
RPg Family Wealth Advisory
Massachusetts
$1.47M +$15.9K +119 +1%
SFPG
22
Stonebridge Financial Planning Group
Florida
$1.47M -$88.7K -664 -6%
FTS
23
Fifth Third Securities
Ohio
$1.38M -$23.8K -178 -2%
6F
24
626 Financial
Michigan
$1.27M
IA
25
IFP Advisors
Florida
$935K -$2.67K -20 -0.3%