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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Overview Fund Activity

77 hedge funds and large institutions have $178M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
24
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$29.7M
2
Wells Fargo
Wells Fargo
California
$18.2M
3
Raymond James Financial
Raymond James Financial
Florida
$19.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.45M
5
WWA
WCG Wealth Advisors
Nevada
$2.01M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$4.09M
2
VF
Virtu Financial
New York
$385K
3
GWM
Geneos Wealth Management
Colorado
$3.02M
4
LPL Financial
LPL Financial
California
$15M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.7M +$15.5M +105,485 +109%
Raymond James Financial
2
Raymond James Financial
Florida
$19.8M +$7.6M +51,752 +63%
Wells Fargo
3
Wells Fargo
California
$18.2M +$14.6M +99,747 +414%
LPL Financial
4
LPL Financial
California
$15M -$1.34M -9,138 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.57M +$514K +3,504 +6%
Goldman Sachs
6
Goldman Sachs
New York
$7.62M +$275K +1,870 +4%
Truist Financial
7
Truist Financial
North Carolina
$7.14M +$401K +2,730 +6%
PFA
8
Plotkin Financial Advisors
Maryland
$6.7M -$80.3K -547 -1%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$4.78M -$101K -687 -2%
Bank of America
10
Bank of America
North Carolina
$4.66M +$446K +3,037 +11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.45M +$4.13M +28,112 +1,273%
Creative Planning
12
Creative Planning
Kansas
$4.09M -$4.16M -28,337 -50%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.69M +$6.02K +41 +0.2%
WMP
14
Wealth Management Partners
Arizona
$3.54M +$153K +1,038 +5%
GWM
15
Geneos Wealth Management
Colorado
$3.02M -$2.17M -14,807 -42%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.17M +$318K +2,168 +17%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.09M -$27K -184 -1%
UBS Group
18
UBS Group
Switzerland
$2.08M -$134K -914 -6%
PAG
19
Private Advisor Group
New Jersey
$2.05M +$10.6K +72 +0.5%
WWA
20
WCG Wealth Advisors
Nevada
$2.01M +$2.01M +13,668 New
Jones Financial Companies
21
Jones Financial Companies
Missouri
$1.62M +$366K +2,518 +29%
Stifel Financial
22
Stifel Financial
Missouri
$1.58M +$102K +698 +7%
SFPG
23
Stonebridge Financial Planning Group
Florida
$1.55M – – –
FTS
24
Fifth Third Securities
Ohio
$1.53M -$129K -877 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.46M -$5.43K -37 -0.4%
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