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

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$0
2
CI
CX Institutional
Indiana
$4.89M
3
Wells Fargo
Wells Fargo
California
$28.4M
4
Bank of America
Bank of America
North Carolina
$17M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
151
Ten Capital Wealth Advisors
Washington
$33K – – –
AssetMark Inc
152
AssetMark Inc
California
$32.2K -$7.48K -76 -19%
TCA
153
Trifecta Capital Advisors
Illinois
$25.8K +$25.8K +282 New
AWM
154
Avior Wealth Management
Nebraska
$12.9K -$5.3K -58 -29%
FHA
155
First Horizon Advisors
Tennessee
$12.1K – – –
CWA
156
Clearview Wealth Advisors
Oregon
$8.59K – – –
NC
157
NewSquare Capital
Pennsylvania
$6.58K – – –
TF
158
Tompkins Financial
New York
$6K – – –
TFA
159
Transamerica Financial Advisors
Florida
$5K – – –
FFA
160
Farther Finance Advisors
California
$4.75K +$4.75K +52 New
PAG
161
Private Advisor Group
New Jersey
$3.13K +$127 +1,386 +4%
KFI
162
Key Financial Inc
Pennsylvania
$2.82K – – –
AWM
163
Accurate Wealth Management
Florida
$2.32K +$2.32K +25 New
MSCM
164
McElhenny Sheffield Capital Management
Texas
$2.29K +$2.29K +25 New
SJIA
165
St. James Investment Advisors
New York
$1.01K – – –
JAWM
166
J. Arnold Wealth Management
Ohio
– -$8.64M -100,938 Closed
Jane Street
167
Jane Street
New York
– -$2.35M -27,436 Closed
TRCT
168
Tower Research Capital (TRC)
New York
– -$1.01M -11,775 Closed
Goldman Sachs
169
Goldman Sachs
New York
– -$614K -7,180 Closed
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
– -$289K -3,374 Closed
Ameriprise
171
Ameriprise
Minnesota
– -$203K -2,370 Closed
M1FG
172
Mach-1 Financial Group
Arkansas
– -$117K -1,379 Closed
MA
173
MUFG Americas
New York
– -$79K -922 Closed
GWSG
174
GPS Wealth Strategies Group
Colorado
– -$23K -268 Closed
WWM
175
Wagner Wealth Management
South Carolina
– -$20K -239 Closed
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