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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

189 hedge funds and large institutions have $691M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
53
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$6.16M
2
OMC
2
Old Mission Capital
Illinois
$2.33M
3
Wells Fargo
3
Wells Fargo
California
$50.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
VF
5
Virtu Financial
New York
$2.39M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
WA
2
Win Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$92.8M
4
GM
4
GeoWealth Management
Illinois
$514K
5
GAA
5
Global Assets Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
51
Gateway Wealth Partners
Wisconsin
$1.84M +$366K +2,983 +25%
E
52
ETFidea
New York
$1.8M – – –
IWM
53
Iams Wealth Management
Nebraska
$1.7M -$479K -3,909 -22%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.69M -$46.7K -381 -3%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$1.66M -$16.7K -136 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$1.66M +$1.16M +9,463 +231%
Truist Financial
57
Truist Financial
North Carolina
$1.57M -$40.9K -334 -3%
FFA
58
Farther Finance Advisors
California
$1.56M +$1.56M +12,756 +27,140%
KF
59
Krilogy Financial
Missouri
$1.54M +$368 +3 +0%
TFA
60
Transamerica Financial Advisors
Florida
$1.53M – – –
NA
61
NewEdge Advisors
Louisiana
$1.49M -$19K -155 -1%
AI
62
Atria Investments
North Carolina
$1.47M +$45.1K +368 +3%
HFW
63
Horizon Family Wealth
Illinois
$1.46M +$368 +3 +0%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.39M -$221K -1,804 -14%
NS
65
NBC Securities
Alabama
$1.36M -$6.25K -51 -0.5%
NW
66
NewEdge Wealth
Pennsylvania
$1.34M -$14.5K -118 -1%
MCC
67
Money Concepts Capital
Florida
$1.33M +$344K +2,804 +35%
KWS
68
Keystone Wealth Services
California
$1.32M – – –
OPS
69
Orion Portfolio Solutions
Nebraska
$1.31M +$263K +2,148 +25%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.31M +$263K +2,148 +25%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1.3M -$54.5K -445 -4%
TSW
72
Three Seasons Wealth
Utah
$1.24M – – –
FTUS
73
Flow Traders U.S.
New York
$1.24M +$951K +7,768 +332%
Jane Street
74
Jane Street
New York
$1.21M +$228K +1,861 +23%
PAS
75
Park Avenue Securities
New York
$1.18M +$54.3K +443 +5%
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3
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