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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

193 hedge funds and large institutions have $749M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
52
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$56.6M
2
WA
2
Win Advisors
Florida
$11.9M
3
BEI
3
Benjamin Edwards Inc
Missouri
$6.13M
4
Wells Fargo
4
Wells Fargo
California
$58.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.15M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$10.7M
3
LPL Financial
3
LPL Financial
California
$94M
4
AssetMark Inc
4
AssetMark Inc
California
$288K
5
CAS
5
Coppell Advisory Solutions
Texas
$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$1.68M +$82.4K +627 +5%
HF
52
HRT Financial
New York
$1.63M +$1.63M +12,395 New
KF
53
Krilogy Financial
Missouri
$1.62M -$31.3K -238 -2%
Truist Financial
54
Truist Financial
North Carolina
$1.58M -$108K -819 -6%
HFW
55
Horizon Family Wealth
Illinois
$1.57M +$789 +6 +0.1%
KAS
56
Kestra Advisory Services
Texas
$1.48M -$907K -6,901 -38%
TFA
57
Transamerica Financial Advisors
Florida
$1.47M -$176K -1,336 -11%
NS
58
NBC Securities
Alabama
$1.45M +$131 +1 +0%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.43M -$63.2K -481 -4%
NW
60
NewEdge Wealth
Pennsylvania
$1.43M -$7.76K -59 -0.5%
KWS
61
Keystone Wealth Services
California
$1.42M – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$3.29K +25 +0.2%
MCC
63
Money Concepts Capital
Florida
$1.4M -$27.2K -207 -2%
PWS
64
Proactive Wealth Strategies
Georgia
$1.38M +$1.38M +10,510 New
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$1.29M +$718K +5,460 +125%
FFA
66
Farther Finance Advisors
California
$1.26M -$422K -3,208 -25%
FTS
67
Fifth Third Securities
Ohio
$1.23M -$8.15K -62 -0.7%
AF
68
Allworth Financial
California
$1.22M +$657 +5 +0.1%
SG
69
StoneX Group
New York
$1.18M +$1.18M +9,009 New
PPP
70
Private Portfolio Partners
New Jersey
$1.15M -$12.8K -97 -1%
VF
71
Virtu Financial
New York
$1.15M -$1.41M -10,716 -55%
OC
72
Oppenheimer & Co
New York
$1.15M -$25.9K -197 -2%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.14M -$9.34K -71 -0.8%
GVAG
74
Great Valley Advisor Group
Delaware
$1.08M +$35K +266 +3%
TSW
75
Three Seasons Wealth
Utah
$1.04M -$289K -2,200 -22%
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3
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