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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

188 hedge funds and large institutions have $704M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
40
Reduced
83
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$30.2M
2
ECA
2
Elevation Capital Advisory
Oregon
$7.5M
3
CI
3
CX Institutional
Indiana
$12.3M
4
GIA
4
Gladstone Institutional Advisory
Florida
$4.52M
5
VF
5
Virtu Financial
New York
$3.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$96M
2
WA
2
Win Advisors
Florida
$0
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$5.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.42M +$455K +3,464 +15%
WWM
27
Western Wealth Management
Colorado
$3.11M -$1.69M -12,862 -35%
VF
28
Virtu Financial
New York
$3.06M +$3.06M +23,298 New
GSWM
29
Greenup Street Wealth Management
Michigan
$2.99M +$2.99M +22,768 New
HI
30
Harbour Investments
Wisconsin
$2.99M -$195K -1,484 -6%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$2.78M -$251K -1,910 -8%
IA
32
IFP Advisors
Florida
$2.74M -$514K -3,908 -16%
LI
33
LVZ Inc
Michigan
$2.65M -$272K -2,072 -9%
EH
34
Equitable Holdings
New York
$2.56M -$59.9K -456 -2%
HA
35
HFG Advisors
Ohio
$2.47M -$296K -2,256 -11%
PAG
36
Private Advisor Group
New Jersey
$2.4M -$376K -2,858 -14%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.4M -$52.2K -397 -2%
FPWM
38
FSB Premier Wealth Management
Iowa
$2.33M -$508K -3,868 -18%
Goldman Sachs
39
Goldman Sachs
New York
$2.3M -$1.68M -12,754 -42%
GWM
40
Geneos Wealth Management
Colorado
$2.04M +$1.41M +10,698 +222%
BBL
41
Beck Bode LLC
Massachusetts
$2.01M -$293K -2,232 -13%
SCA
42
Snowden Capital Advisors
New York
$1.95M -$180K -1,368 -8%
SWP
43
Stratos Wealth Partners
Ohio
$1.94M -$202K -1,537 -9%
WPC
44
Wedmont Private Capital
Pennsylvania
$1.94M +$1.94M +15,400 New
GAA
45
Global Assets Advisory
Florida
$1.9M +$1.26M +10,058 +200%
AWM
46
Apollon Wealth Management
South Carolina
$1.83M -$161K -1,222 -8%
PCA
47
Prosperity Capital Advisors
Ohio
$1.71M +$1.71M +12,838 New
Jane Street
48
Jane Street
New York
$1.67M -$4.95M -37,649 -75%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$1.57M -$185K -1,409 -11%
Truist Financial
50
Truist Financial
North Carolina
$1.56M -$6.18K -47 -0.4%
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