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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

164 hedge funds and large institutions have $595M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
18
Increased
54
Reduced
59
Closed
12
Calls
$868K
Puts
$1.59M
Net Calls
-$723K
Net Calls Change
+$363K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$7.66M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.8M
3
LPL Financial
3
LPL Financial
California
$85.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.59M
5
BBL
5
Beck Bode LLC
Massachusetts
$4.11M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$0
2
CI
2
CX Institutional
Indiana
$4.89M
3
Wells Fargo
3
Wells Fargo
California
$28.4M
4
Bank of America
4
Bank of America
North Carolina
$17M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$680K +$640 +7 +0.1%
CA
77
Crumly & Associates
Illinois
$679K +$434K +4,748 +177%
SG
78
Strid Group
Pennsylvania
$623K – – –
ATPW
79
Ashton Thomas Private Wealth
Arizona
$611K -$1.46K -16 -0.2%
Brown Advisory
80
Brown Advisory
Maryland
$591K – – –
RA
81
RFG Advisory
Alabama
$553K -$4.59K -48 -0.8%
MWA
82
Meridian Wealth Advisors
Texas
$544K – – –
MA
83
Mutual Advisors
Nebraska
$537K -$68.6K -750 -11%
First Trust Advisors
84
First Trust Advisors
Illinois
$530K +$914 +10 +0.2%
PA
85
PFG Advisors
Arizona
$517K -$142K -1,550 -22%
GAA
86
Global Assets Advisory
Florida
$489K – – –
SCFS
87
S.C. Financial Services
Arizona
$488K +$7.5K +82 +2%
CRI
88
Colonial River Investments
Virginia
$484K – – –
Mariner
89
Mariner
Kansas
$477K -$48.7K -533 -9%
PFA
90
Pinnacle Family Advisors
Missouri
$470K -$21.8K -239 -4%
US Bancorp
91
US Bancorp
Minnesota
$457K +$84.3K +922 +23%
1W
92
1776 Wealth
Georgia
$454K -$1.46K -16 -0.3%
FAIM
93
Financial Advocates Investment Management
Washington
$454K -$4.3K -47 -0.9%
PPP
94
Private Portfolio Partners
New Jersey
$433K – – –
GWP
95
Gateway Wealth Partners
Wisconsin
$424K +$424K +4,642 New
WFA
96
WMG Financial Advisors
Tennessee
$421K – – –
VCM
97
Virtue Capital Management
Tennessee
$418K – – –
GWM
98
Geneos Wealth Management
Colorado
$411K +$76.6K +838 +23%
MGWM
99
Marks Group Wealth Management
Minnesota
$405K – – –
IAIM
100
International Assets Investment Management
Florida
$387K +$129K +1,410 +50%
2 3
4
5 6