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First Trust Multi Cap Growth AlphaDEX Fund
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Overview Fund Activity

71 hedge funds and large institutions have $109M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
21
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Creative Planning
2
Creative Planning
Kansas
$558K
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$465K
4
OIA
4
OneDigital Investment Advisors
Kansas
$290K
5
PA
5
PFG Advisors
Arizona
$259K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$319K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
NS
3
NBC Securities
Alabama
$540
4
Goldman Sachs
4
Goldman Sachs
New York
$6.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.3M -$533K -3,857 -4%
LPL Financial
2
LPL Financial
California
$12.3M +$834K +6,038 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$11.3M +$11.3M +81,826 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.7M -$142K -1,025 -2%
Goldman Sachs
5
Goldman Sachs
New York
$6.91M -$681K -4,927 -9%
PFA
6
Plotkin Financial Advisors
Maryland
$6.35M -$41K -297 -0.6%
Truist Financial
7
Truist Financial
North Carolina
$5.38M +$91.4K +661 +2%
Bank of America
8
Bank of America
North Carolina
$3.96M -$85.6K -619 -2%
Wells Fargo
9
Wells Fargo
California
$3.56M +$40.6K +294 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.34M -$309K -2,239 -8%
WMP
11
Wealth Management Partners
Arizona
$3.07M +$47.4K +343 +2%
PAG
12
Private Advisor Group
New Jersey
$2.28M -$25.4K -184 -1%
UBS Group
13
UBS Group
Switzerland
$2.05M +$32.2K +233 +2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.02M +$14.4K +104 +0.7%
SAM
15
Synergy Asset Management
Washington
$1.92M – – –
GWM
16
Geneos Wealth Management
Colorado
$1.89M +$137K +988 +8%
FTS
17
Fifth Third Securities
Ohio
$1.53M +$108K +778 +8%
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$1.53M +$8.71K +63 +0.6%
SFPG
19
Stonebridge Financial Planning Group
Florida
$1.48M -$35.1K -254 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.47M -$67.2K -486 -4%
6F
21
626 Financial
Michigan
$1.32M – – –
Stifel Financial
22
Stifel Financial
Missouri
$1.12M +$194K +1,402 +21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$974K +$243K +1,760 +33%
IA
24
IFP Advisors
Florida
$961K -$5.53K -40 -0.6%
PWS
25
Proactive Wealth Strategies
Georgia
$735K +$1.66K +12 +0.2%
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