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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

169 hedge funds and large institutions have $682M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
61
Reduced
65
Closed
10
Calls
$608K
Puts
$5.86M
Net Calls
-$5.25M
Net Calls Change
-$5.52M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$38.8M
2
SMF
Sterling Manor Financial
New York
$4.91M
3
LPL Financial
LPL Financial
California
$102M
4
First Trust Advisors
First Trust Advisors
Illinois
$4.08M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.9M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$0
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$21.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$22.1M
4
UBS Group
UBS Group
Switzerland
$29.5M
5
AWS
Atria Wealth Solutions
New York
$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
151
Benjamin Edwards Inc
Missouri
$159K -$6.59K -65 -4%
TAIM
152
TD Ameritrade Investment Management
Nebraska
$151K -$1.32K -13 -0.9%
CF
153
Centaurus Financial
California
$136K -$67.8K -670 -33%
CFD
154
Creative Financial Designs
Indiana
$114K -$3.14K -31 -3%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$85.2K -$99.5K -982 -54%
AF
156
Advisornet Financial
Minnesota
$77.6K – – –
SS
157
Sunbelt Securities
Texas
$73.2K +$304 +3 +0.4%
SPIA
158
Steward Partners Investment Advisory
New York
$64K – – –
HNB
159
Huntington National Bank
Ohio
$56.8K -$52.2K – –
PPWM
160
PFG Private Wealth Management
Florida
$54.5K +$54.5K +538 New
ADL
161
Asset Dedication LLC
California
$49K – – –
CIA
162
Cape Investment Advisory
Georgia
$46.5K – – –
TAM
163
Tucker Asset Management
Colorado
$40.3K +$2.63K +26 +7%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$36.9K +$5.88K +58 +19%
GWSG
165
GPS Wealth Strategies Group
Colorado
$34.7K – – –
TCA
166
Trifecta Capital Advisors
Illinois
$28.6K – – –
CWA
167
Clearview Wealth Advisors
Oregon
$9.55K – – –
SIS
168
Sound Income Strategies
Florida
$6.5K +$6.5K +64 New
FFA
169
Farther Finance Advisors
California
$5.27K – – –
KFI
170
Key Financial Inc
Pennsylvania
$3.34K – – –
IWM
171
Iams Wealth Management
Nebraska
– -$2.38M -25,990 Closed
IA
172
IFG Advisory
Georgia
– -$794K -8,536 Closed
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
– -$203K -2,184 Closed
M1FG
174
Mach-1 Financial Group
Arkansas
– -$128M -1,379 Closed
AAS
175
Ameritas Advisory Services
Nebraska
– -$61.3K -655 Closed
4 5 6
7
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