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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

69 hedge funds and large institutions have $122M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% 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
6
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$6.74M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.86M
3
LPL Financial
LPL Financial
California
+$2.85M
4
GWM
Geneos Wealth Management
Colorado
+$2.8M
5
VF
Virtu Financial
New York
+$2.09M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$1.92M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$354K
3
PAG
Private Advisor Group
New Jersey
-$332K
4
Wells Fargo
Wells Fargo
California
-$212K
5
TWM
TCFG Wealth Management
California
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$14.4M +$2.85M +22,026 +25%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M +$52.5K +406 +0.4%
Raymond James Financial
3
Raymond James Financial
Florida
$10.7M +$126K +974 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.98M -$166K -1,284 -2%
Creative Planning
5
Creative Planning
Kansas
$7.27M +$6.74M +52,123 +1,290%
Goldman Sachs
6
Goldman Sachs
New York
$6.47M – – –
PFA
7
Plotkin Financial Advisors
Maryland
$5.97M +$29K +224 +0.5%
Truist Financial
8
Truist Financial
North Carolina
$5.94M +$902K +6,975 +18%
GWM
9
Geneos Wealth Management
Colorado
$4.58M +$2.8M +21,667 +158%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$4.3M +$2.86M +22,110 +199%
Bank of America
11
Bank of America
North Carolina
$3.71M +$6.08K +47 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.25M +$122K +945 +4%
Wells Fargo
13
Wells Fargo
California
$3.12M -$212K -1,637 -6%
WMP
14
Wealth Management Partners
Arizona
$2.97M +$97.5K +754 +3%
VF
15
Virtu Financial
New York
$2.3M +$2.09M +16,130 +985%
UBS Group
16
UBS Group
Switzerland
$1.95M +$33.2K +257 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.87M -$22.4K -173 -1%
PAG
18
Private Advisor Group
New Jersey
$1.8M -$332K -2,569 -16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.63M +$1.42M +10,967 +677%
FTS
20
Fifth Third Securities
Ohio
$1.46M +$23.4K +181 +2%
SFPG
21
Stonebridge Financial Planning Group
Florida
$1.37M -$20.7K -160 -1%
Stifel Financial
22
Stifel Financial
Missouri
$1.31M +$254K +1,964 +24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.29M +$381K +2,945 +42%
6F
24
626 Financial
Michigan
$1.23M – – –
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.11M +$678K +5,252 +156%
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