First Trust Multi Cap Growth AlphaDEX Fund
FAD
72 hedge funds and large institutions have $120M 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, 17 reducing their positions, and 5 closing their positions.
555% more capital inflows, than outflows
Capital inflows: $22.8M | Capital outflows: $3.48M
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5% more ownership
Funds ownership: 51.34% → 56.34% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 73 → 72 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$7.24M |
| 2 |
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$3.07M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.06M |
| 4 |
Virtu Financial
New York
|
+$2.24M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Synergy Asset Management
Vancouver,
Washington
|
-$1.92M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$380K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$357K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$227K |
| 5 |
TCFG Wealth Management
Laguna Niguel,
California
|
-$209K |
FAD Hedge Fund Activity: Q1 2025 in Review
72 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q1 2025, worth a combined $120M — up 9.4% from $110M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FAD positions and 5 closed out — a net gain of 1 holder — while 27 added to existing stakes and 17 trimmed.
The largest buyer was Creative Planning, adding an estimated $7.24M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $1.92M sold.
- 72 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q1 2025, down from 73 in Q4 2024.
- Funds reported $120M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q1 2025, up 9.4% quarter-over-quarter.
- 6 funds opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q1 2025 and 5 closed out, a net change of +1 holder.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q1 2025 was Creative Planning, an estimated $7.24M added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q1 2025 was Synergy Asset Management, an estimated $1.92M sold.
Based on aggregated 13F filings for Q1 2025.