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First Trust Multi Cap Growth AlphaDEX Fund

94 hedge funds and large institutions have $251M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

13% more funds holding

Funds holding: 8394 (+11)

10% more capital invested

Capital invested by funds: $228M → $251M (+$22.8M)

1.79% more ownership

Funds ownership: 66.13%67.92% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.9M +$1.96M +12,117 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$22.4M +$3.38M +20,905 +18%
Wells Fargo
3
Wells Fargo
California
$22.2M +$1.08M +6,702 +5%
LPL Financial
4
LPL Financial
California
$20.2M -$210K -1,299 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.39M -$180K -1,112 -2%
Goldman Sachs
6
Goldman Sachs
New York
$8.09M
Osaic Holdings
7
Osaic Holdings
Arizona
$7.88M +$57.4K +355 +0.7%
Truist Financial
8
Truist Financial
North Carolina
$7.63M -$641K -3,963 -8%
PFA
9
Plotkin Financial Advisors
Maryland
$7.27M -$117K -726 -2%
KWS
10
Keystone Wealth Services
California
$6.55M +$8.7M +53,800 New
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$5.14M -$139K -860 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.14M +$749K +4,636 +17%
Bank of America
13
Bank of America
North Carolina
$4.89M -$21.5K -133 -0.4%
SIM
14
Synergy Investment Management
Florida
$4.28M +$29.1K +180 +0.7%
WS
15
Wedbush Securities
California
$4.24M +$4.24M +26,204 New
Creative Planning
16
Creative Planning
Kansas
$4.11M -$8.4K -52 -0.2%
WMP
17
Wealth Management Partners
Arizona
$4.05M +$53.2K +329 +1%
GWM
18
Geneos Wealth Management
Colorado
$3.55M +$58.2K +360 +2%
UBS Group
19
UBS Group
Switzerland
$2.87M +$826K +5,111 +40%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.79M +$778K +4,815 +39%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$2.21M +13,643 +1,404%
PAG
22
Private Advisor Group
New Jersey
$2.3M +$7.6K +47 +0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.29M -$381K -2,358 -14%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.24M -$40.6K -251 -2%
WWA
25
WCG Wealth Advisors
Nevada
$2.17M -$74.5K -461 -3%