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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

154 hedge funds and large institutions have $538M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
52
Reduced
64
Closed
26
Calls
–
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$1.05M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.1M
2
CI
2
CX Institutional
Indiana
$6.9M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$6.34M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.57M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.51M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$78.9M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$1.36M -$242K -2,746 -15%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.35M +$469K +5,319 +53%
KF
53
Krilogy Financial
Missouri
$1.19M -$89.3K -1,013 -7%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.19M +$627K +7,113 +111%
Citigroup
55
Citigroup
New York
$1.17M +$341K +3,872 +41%
HFW
56
Horizon Family Wealth
Illinois
$1.04M +$881 +10 +0.1%
SFPG
57
Stonebridge Financial Planning Group
Florida
$1.04M -$173K -1,960 -14%
KWS
58
Keystone Wealth Services
California
$1.01M -$324K -3,676 -24%
TLFA
59
True Link Financial Advisors
California
$903K -$264 -3 -0%
IA
60
IFG Advisory
Georgia
$901K -$72.1K -819 -7%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$901K +$131K +1,487 +17%
OC
62
Oppenheimer & Co
New York
$894K -$72K -817 -7%
AF
63
Allworth Financial
California
$859K +$705 +8 +0.1%
IP
64
Ignite Planners
California
$857K -$21.7K -240 -2%
GVAG
65
Great Valley Advisor Group
Delaware
$849K +$271K +3,075 +47%
Goldman Sachs
66
Goldman Sachs
New York
$841K +$841K +9,541 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$815K -$1.53M -17,388 -65%
EH
68
Equitable Holdings
New York
$749K +$21.4K +243 +3%
GIA
69
Gladstone Institutional Advisory
Florida
$724K -$2.11K -24 -0.3%
MML Investors Services
70
MML Investors Services
Massachusetts
$721K -$70.6K -801 -9%
PA
71
PFG Advisors
Arizona
$682K +$22.9K +260 +3%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$655K +$5.29K +60 +0.8%
SG
73
Strid Group
Pennsylvania
$647K -$78.8K -894 -11%
RA
74
RFG Advisory
Alabama
$636K +$436K +4,479 +217%
SCFS
75
S.C. Financial Services
Arizona
$590K -$29.8K -338 -5%
1 2
3
4 5