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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 %
SWP
51
Stratos Wealth Partners
Ohio
$1.94M +$49.4K +511 +3%
CA
52
Cetera Advisors
Colorado
$1.82M -$167K -1,731 -8%
SAM
53
SignalPoint Asset Management
Missouri
$1.8M -$104K -1,076 -5%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.78M -$230K -2,372 -11%
AssetMark Inc
55
AssetMark Inc
California
$1.67M +$1.06M +10,605 +173%
AWM
56
Apollon Wealth Management
South Carolina
$1.63M -$22.9K -237 -1%
NW
57
NewEdge Wealth
Pennsylvania
$1.62M +$122K +1,265 +8%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.58M +$5.52K +57 +0.4%
WWM
59
Western Wealth Management
Colorado
$1.57M +$310K +3,199 +25%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$1.56M +$1.56M +16,101 New
E
61
ETFidea
New York
$1.56M +$72.6K +750 +5%
TFA
62
Transamerica Financial Advisors
Florida
$1.4M +$280K +2,890 +25%
GWP
63
Gateway Wealth Partners
Wisconsin
$1.27M +$292K +3,020 +30%
KF
64
Krilogy Financial
Missouri
$1.27M +$871 +9 +0.1%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$3.19K +33 +0.3%
Citadel Advisors
66
Citadel Advisors
Florida
$1.25M +$1.25M +12,954 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.25M +$47.1K +487 +4%
KPWS
68
Kestra Private Wealth Services
Texas
$1.18M -$139K -1,434 -11%
HFW
69
Horizon Family Wealth
Illinois
$1.15M +$871 +9 +0.1%
KWS
70
Keystone Wealth Services
California
$1.11M – – –
NS
71
NBC Securities
Alabama
$1.1M +$1.1M +11,418 New
TSW
72
Three Seasons Wealth
Utah
$1M +$1M +10,378 New
TLFA
73
True Link Financial Advisors
California
$992K – – –
SFPG
74
Stonebridge Financial Planning Group
Florida
$956K -$31.4K -325 -3%
IA
75
IFG Advisory
Georgia
$928K +$928K +9,592 New
1 2
3
4 5