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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 %
FGAM
176
Financial Gravity Asset Management
Texas
$59.2K +$8.02K +72 +16%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$59.1K -$15.2K -123 -20%
GWSG
178
GPS Wealth Strategies Group
Colorado
$42.3K – – –
EFP
179
EnRich Financial Partners
Wisconsin
$42.3K +$42.3K +343 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$38.8K -$25.3K -205 -39%
GI
181
GAMMA Investing
California
$36.7K +$36.7K +298 New
TAM
182
Tucker Asset Management
Colorado
$35.5K +$863 +7 +2%
TCA
183
Trifecta Capital Advisors
Illinois
$34.8K – – –
LI
184
LRI Investments
Florida
$31.9K +$31.9K +259 New
ME
185
McIlrath & Eck
Washington
$12.5K +$12.5K +101 New
FFA
186
Farther Finance Advisors
California
$5.79K -$616 -5 -10%
CA
187
Continuum Advisory
Idaho
$4.1K +$4.1K +34 New
KFI
188
Key Financial Inc
Pennsylvania
$4.07K – – –
AWM
189
Avior Wealth Management
Nebraska
$3.08K -$7.27K -59 -70%
SIS
190
Sound Income Strategies
Florida
$2.34K +$2.34K +19 New
DFA
191
DHJJ Financial Advisors
Illinois
$987 – – –
AT
192
Arden Trust
Delaware
– -$10.8M -98,435 Closed
IA
193
IFG Advisory
Georgia
– -$904K -8,254 Closed
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
– -$742K -6,776 Closed
Millennium Management
195
Millennium Management
New York
– -$727K -6,636 Closed
AWA
196
Arkadios Wealth Advisors
Georgia
– -$341K -3,115 Closed
FAIM
197
Financial Advocates Investment Management
Washington
– -$287K -2,617 Closed
AIFAIM
198
American Institute for Advanced Investment Management
Arizona
– -$268K -2,445 Closed
Creative Planning
199
Creative Planning
Kansas
– -$227K -2,073 Closed
CAM
200
Concorde Asset Management
Michigan
– -$218K -1,987 Closed
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