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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 %
PFA
126
Pinnacle Family Advisors
Missouri
$396K +$4.86K +37 +1%
CWM
127
Chicago Wealth Management
Illinois
$379K – – –
JIP
128
Jaffetilchin Investment Partners
Florida
$374K – – –
FTDI
129
First Trust Direct Indexing
Massachusetts
$373K – – –
AWM
130
AE Wealth Management
Kansas
$354K -$2.46M -18,714 -87%
CA
131
Crumly & Associates
Illinois
$352K – – –
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$351K -$6.44K -49 -2%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$350K -$2.23K -17 -0.6%
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$348K +$348K +2,647 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$339K +$339K +3,474 New
CWS
136
Cypress Wealth Services
California
$322K – – –
PIAS
137
PCA Investment Advisory Services
Ohio
$311K +$131 +1 +0%
MSAM
138
Moloney Securities Asset Management
Missouri
$307K +$7.36K +56 +2%
XWM
139
Xcel Wealth Management
Florida
$306K – – –
EAM
140
Empirical Asset Management
Massachusetts
$301K +$394 +3 +0.1%
WS
141
Wedbush Securities
California
$298K – – –
WCM
142
WealthBridge Capital Management
Ohio
$290K – – –
AssetMark Inc
143
AssetMark Inc
California
$288K -$4.94M -37,570 -94%
SPIA
144
Steward Partners Investment Advisory
New York
$279K +$65.6K +499 +31%
TWM
145
TCFG Wealth Management
California
$271K +$271K +2,063 New
PWP
146
Pursue Wealth Partners
California
$263K – – –
GAB
147
German American Bancorp
Indiana
$263K – – –
MWA
148
Meridian Wealth Advisors
Texas
$260K -$260K -1,975 -50%
SWM
149
Spire Wealth Management
Virginia
$257K – – –
PCS
150
Private Client Services
Kentucky
$254K +$254K +1,929 New
4 5
6
7 8