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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 %
HI
51
Harbour Investments
Wisconsin
$1.81M +$164K +1,615 +10%
KDA
52
Kraft Davis & Associates
Missouri
$1.74M +$1.74M +17,300 New
AWM
53
Apollon Wealth Management
South Carolina
$1.73M +$13.2K +130 +0.8%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.7M +$1.32M +13,003 +346%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.65M +$159K +1,569 +11%
NW
56
NewEdge Wealth
Pennsylvania
$1.57M +$1.01M +9,964 +180%
E
57
ETFidea
New York
$1.55M – – –
KPWS
58
Kestra Private Wealth Services
Texas
$1.38M +$320K +3,159 +30%
AI
59
Atria Investments
North Carolina
$1.35M +$1.35M +13,286 New
KF
60
Krilogy Financial
Missouri
$1.33M -$42.5K -420 -3%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.32M -$13.7K -135 -1%
WWM
62
Western Wealth Management
Colorado
$1.32M +$98.5K +972 +8%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.26M -$50K -494 -4%
HFW
64
Horizon Family Wealth
Illinois
$1.21M +$912 +9 +0.1%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.19M -$2.68M -26,439 -69%
TFA
66
Transamerica Financial Advisors
Florida
$1.18M +$1.17M +11,556 +25,680%
KWS
67
Keystone Wealth Services
California
$1.16M – – –
TLFA
68
True Link Financial Advisors
California
$1.04M – – –
SPC
69
Sigma Planning Corp
Michigan
$1.04M -$3.88M -38,311 -79%
SFPG
70
Stonebridge Financial Planning Group
Florida
$1.03M -$45.1K -445 -4%
GWP
71
Gateway Wealth Partners
Wisconsin
$1.03M +$353K +3,482 +52%
OC
72
Oppenheimer & Co
New York
$963K -$9.12K -90 -0.9%
OFS
73
OneAscent Financial Services
Alabama
$932K +$211K +2,081 +29%
AF
74
Allworth Financial
California
$922K -$33.7K -333 -4%
GVAG
75
Great Valley Advisor Group
Delaware
$911K -$81K -800 -8%
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3
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