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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

180 hedge funds and large institutions have $694M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
60
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$31M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$10.9M
3
GM
3
GeoWealth Management
Illinois
$7.32M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$10.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.2M
3
LPL Financial
3
LPL Financial
California
$93M
4
AWS
4
Atria Wealth Solutions
New York
$3.81M
5
Morgan Stanley
5
Morgan Stanley
New York
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.54M +$450K +4,653 +9%
CAN
27
Cetera Advisor Networks
California
$5.46M +$1.18M +12,161 +27%
SMF
28
Sterling Manor Financial
New York
$4.59M -$102K -1,057 -2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$4.52M +$147K +1,516 +3%
BBL
30
Beck Bode LLC
Massachusetts
$4.46M -$235K -2,428 -5%
IA
31
IFP Advisors
Florida
$4.25M -$206K -2,130 -5%
IWM
32
IHT Wealth Management
Illinois
$3.92M -$346K -3,579 -8%
AWS
33
Atria Wealth Solutions
New York
$3.81M -$2.88M -29,777 -43%
CAS
34
Coppell Advisory Solutions
Texas
$3.55M -$1.11M -12,101 -24%
FPWM
35
FSB Premier Wealth Management
Iowa
$3.55M -$173K -1,787 -5%
LI
36
LVZ Inc
Michigan
$2.98M +$4.55K +47 +0.2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.95M +$1.33M +13,695 +82%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.75M -$1.14M -11,819 -29%
IWM
39
Iams Wealth Management
Nebraska
$2.62M +$2.62M +27,061 New
PAG
40
Private Advisor Group
New Jersey
$2.62M -$23.7K -245 -0.9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$19.7K +204 +0.8%
EH
42
Equitable Holdings
New York
$2.43M +$13.4K +138 +0.6%
AWM
43
AE Wealth Management
Kansas
$2.41M -$296K -3,064 -11%
HI
44
Harbour Investments
Wisconsin
$2.35M +$624K +6,449 +36%
HA
45
HFG Advisors
Ohio
$2.33M +$8.42K +87 +0.4%
CA
46
CoreCap Advisors
Michigan
$2.24M +$222K +2,297 +11%
CCA
47
Clearwater Capital Advisors
Illinois
$2.19M -$193K -1,990 -8%
KAS
48
Kestra Advisory Services
Texas
$2.16M +$44.3K +458 +2%
Truist Financial
49
Truist Financial
North Carolina
$2.08M -$439K -4,532 -17%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$2.07M -$517K -5,345 -20%
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