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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 %
SOS
76
Silver Oak Securities
Tennessee
$1.02M -$7.76K -59 -0.8%
Goldman Sachs
77
Goldman Sachs
New York
$988K +$988K +7,515 New
MML Investors Services
78
MML Investors Services
Massachusetts
$984K -$105K -800 -10%
TSWM
79
Tyler-Stone Wealth Management
Ohio
$976K +$501K +3,812 +106%
SFPG
80
Stonebridge Financial Planning Group
Florida
$928K -$33.5K -255 -3%
Comerica Bank
81
Comerica Bank
Texas
$914K +$22.1K +168 +2%
CAM
82
Cresset Asset Management
Illinois
$901K -$181K -1,375 -17%
KPWS
83
Kestra Private Wealth Services
Texas
$894K -$48.8K -371 -5%
Citigroup
84
Citigroup
New York
$848K +$204K +1,550 +32%
CWP
85
Cyndeo Wealth Partners
Florida
$840K +$14.5K +110 +2%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$799K -$96.5K -734 -11%
SA
87
Sanctuary Advisors
Indiana
$766K -$522K -3,569 -41%
GLA
88
Good Life Advisors
Pennsylvania
$750K +$375K +2,851 +100%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$728K -$1.74M -13,210 -70%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$718K +$1.58K +12 +0.2%
SPC
91
Sigma Planning Corp
Michigan
$655K +$128K +977 +24%
GAA
92
Global Assets Advisory
Florida
$654K +$654K +5,029 New
OMC
93
Old Mission Capital
Illinois
$652K -$1.85M -14,065 -74%
SAM
94
SignalPoint Asset Management
Missouri
$649K -$296K -2,253 -31%
GWM
95
Geneos Wealth Management
Colorado
$646K +$20K +152 +3%
WDL
96
Well Done LLC
Michigan
$641K – – –
GRP
97
Global Retirement Partners
California
$637K +$17.7K +135 +3%
MA
98
Mutual Advisors
Nebraska
$635K +$6.33K +47 +1%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$631K +$10.1K +77 +2%
1W
100
1776 Wealth
Georgia
$631K -$53.4K -406 -8%
2 3
4
5 6