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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

194 hedge funds and large institutions have $804M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+6
Holders Change %
+3.19%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
47
Reduced
78
Closed
13
Calls
$1.93M
Puts
$15K
Net Calls
+$1.92M
Net Calls Change
+$1.92M

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$40.5M
2
Morgan Stanley
Morgan Stanley
New York
$119M
3
RAS
RPS Advisory Solutions
Kentucky
$4.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.92M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.59M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.4M
2
ECA
Elevation Capital Advisory
Oregon
$0
3
UBS Group
UBS Group
Switzerland
$35.9M
4
GIA
Gladstone Institutional Advisory
Florida
$2.25M
5
LPL Financial
LPL Financial
California
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$4.26M -$967K -6,406 -18%
Stifel Financial
27
Stifel Financial
Missouri
$4.25M -$422K -2,794 -9%
RAS
28
RPS Advisory Solutions
Kentucky
$4.18M +$4.18M +27,716 New
GSWM
29
Greenup Street Wealth Management
Michigan
$3.72M +$281K +1,858 +8%
Two Sigma Investments
30
Two Sigma Investments
New York
$3.59M +$3.59M +23,800 New
Osaic Holdings
31
Osaic Holdings
Arizona
$3.59M -$279K -1,974 -7%
Goldman Sachs
32
Goldman Sachs
New York
$3.52M +$876K +5,802 +33%
Ameriprise
33
Ameriprise
Minnesota
$3.42M +$2.85M +18,889 +502%
WWM
34
Western Wealth Management
Colorado
$3.24M -$329K -2,176 -9%
IA
35
IFP Advisors
Florida
$3.19M +$45.6K +302 +1%
PAG
36
Private Advisor Group
New Jersey
$3.12M +$359K +2,378 +13%
LI
37
LVZ Inc
Michigan
$3.04M -$9.21K -61 -0.3%
EH
38
Equitable Holdings
New York
$2.93M -$6.34K -42 -0.2%
HA
39
HFG Advisors
Ohio
$2.93M +$95.7K +634 +3%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.75M -$3.93K -26 -0.1%
FPWM
41
FSB Premier Wealth Management
Iowa
$2.45M -$221K -1,463 -8%
RA
42
RiverTree Advisors
Florida
$2.45M +$2.45M +16,212 New
WPC
43
Wedmont Private Capital
Pennsylvania
$2.34M – – –
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.31M +$1.4M +9,380 +153%
GIA
45
Gladstone Institutional Advisory
Florida
$2.25M -$2.95M -19,553 -57%
SCA
46
Snowden Capital Advisors
New York
$2.22M -$19.8K -131 -0.9%
NS
47
NBC Securities
Alabama
$2.09M +$527K +3,493 +34%
SWP
48
Stratos Wealth Partners
Ohio
$2.04M -$195K -1,291 -9%
AWM
49
Apollon Wealth Management
South Carolina
$1.93M -$174K -1,151 -8%
PCA
50
Prosperity Capital Advisors
Ohio
$1.89M -$44.2K -293 -2%
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