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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

190 hedge funds and large institutions have $790M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$27.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.5M
3
WA
Win Advisors
Florida
$12.7M
4
GM
GeoWealth Management
Illinois
$9.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
3
LPL Financial
LPL Financial
California
$103M
4
AT
Arden Trust
Delaware
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$395K +$124K +1,279 +46%
US Bancorp
127
US Bancorp
Minnesota
$394K -$4.44K -36 -1%
GIA
128
Gladstone Institutional Advisory
Florida
$380K -$238K -1,934 -39%
CWM
129
Chicago Wealth Management
Illinois
$356K – – –
JIP
130
Jaffetilchin Investment Partners
Florida
$351K – – –
FTDI
131
First Trust Direct Indexing
Massachusetts
$350K – – –
FIA
132
Foundations Investment Advisors
Arizona
$343K +$1.73K +14 +0.5%
IAIM
133
International Assets Investment Management
Florida
$342K -$18.5K -150 -5%
GLA
134
Good Life Advisors
Pennsylvania
$342K +$247 +2 +0.1%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$335K +$123 +1 +0%
CA
136
Crumly & Associates
Illinois
$330K -$60.9K -494 -16%
CFGS
137
Concourse Financial Group Securities
Alabama
$329K +$19.2K +156 +6%
BSW
138
Buckingham Strategic Wealth
Missouri
$326K +$38.8K +315 +14%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$322K +$43.3K +351 +16%
PIAS
140
PCA Investment Advisory Services
Ohio
$317K -$123 -1 -0%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$307K -$246K -1,996 -44%
SPC
142
Sigma Planning Corp
Michigan
$302K +$68.4K +555 +29%
CWS
143
Cypress Wealth Services
California
$302K – – –
HSWS
144
Higgins & Schmidt Wealth Strategies
Colorado
$290K – – –
FTUS
145
Flow Traders U.S.
New York
$288K -$1.63M -13,262 -85%
XWM
146
Xcel Wealth Management
Florida
$287K +$1.73K +14 +0.6%
EAM
147
Empirical Asset Management
Massachusetts
$282K – – –
WS
148
Wedbush Securities
California
$279K -$20.7K -168 -7%
WCM
149
WealthBridge Capital Management
Ohio
$272K – – –
DAS
150
Diversify Advisory Services
Utah
$268K +$268K +2,173 New
4 5
6
7 8