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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

169 hedge funds and large institutions have $682M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
61
Reduced
65
Closed
10
Calls
$608K
Puts
$5.86M
Net Calls
-$5.25M
Net Calls Change
-$5.52M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.8M
2
SMF
2
Sterling Manor Financial
New York
$4.91M
3
LPL Financial
3
LPL Financial
California
$102M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.9M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$21.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.1M
4
UBS Group
4
UBS Group
Switzerland
$29.5M
5
AWS
5
Atria Wealth Solutions
New York
$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMF
26
Sterling Manor Financial
New York
$4.91M +$4.91M +48,448 New
IA
27
IFP Advisors
Florida
$4.66M -$379K -3,742 -8%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$4.58M -$132K -1,299 -3%
CAN
29
Cetera Advisor Networks
California
$4.48M -$64.3K -635 -1%
IWM
30
IHT Wealth Management
Illinois
$4.47M -$258K -2,544 -5%
First Trust Advisors
31
First Trust Advisors
Illinois
$4.08M +$3.47M +34,305 +575%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$4.08M -$397K -3,924 -9%
FPWM
33
FSB Premier Wealth Management
Iowa
$3.89M -$71.4K -705 -2%
CI
34
CX Institutional
Indiana
$3.6M +$3.24K +32 +0.1%
LI
35
LVZ Inc
Michigan
$3.12M +$980K +9,671 +46%
AWM
36
AE Wealth Management
Kansas
$2.83M +$300K +2,962 +12%
PAG
37
Private Advisor Group
New Jersey
$2.76M +$9.52K +94 +0.3%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$2.71M +$1.24M +12,267 +85%
Truist Financial
39
Truist Financial
North Carolina
$2.64M +$49.8K +492 +2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$1.57M +15,461 +159%
EH
41
Equitable Holdings
New York
$2.53M +$993K +9,802 +65%
CCA
42
Clearwater Capital Advisors
Illinois
$2.5M -$3.14K -31 -0.1%
HA
43
HFG Advisors
Ohio
$2.43M +$2.74K +27 +0.1%
KAS
44
Kestra Advisory Services
Texas
$2.22M -$356K -3,514 -14%
CA
45
CoreCap Advisors
Michigan
$2.11M +$2.11M +20,845 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$2.1M -$24.8K -245 -1%
CA
47
Cetera Advisors
Colorado
$2.08M -$38.6K -381 -2%
SAM
48
SignalPoint Asset Management
Missouri
$2M -$71.3K -704 -3%
SWP
49
Stratos Wealth Partners
Ohio
$1.97M +$129K +1,271 +7%
SOS
50
Silver Oak Securities
Tennessee
$1.84M +$88.8K +877 +5%
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