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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.

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
1
Cetera Investment Advisers
Illinois
$7.66M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.8M
3
LPL Financial
3
LPL Financial
California
$85.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.59M
5
BBL
5
Beck Bode LLC
Massachusetts
$4.11M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$0
2
CI
2
CX Institutional
Indiana
$4.89M
3
Wells Fargo
3
Wells Fargo
California
$28.4M
4
Bank of America
4
Bank of America
North Carolina
$17M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.4M 966,583 +18,057 +2%
LPL Financial
2
LPL Financial
California
$85.8M 938,994 +55,529 +6%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$43.5M 475,998 +29,371 +7%
UBS Group
4
UBS Group
Switzerland
$31.3M 342,279 -2,620 -0.8%
Wells Fargo
5
Wells Fargo
California
$28.4M 310,523 -29,111 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28.2M 307,976 +18,616 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.8M 237,998 +56,002 +31%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$17.4M 189,929 +4,224 +2%
Bank of America
9
Bank of America
North Carolina
$17M 185,937 -27,704 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.5M 115,121 -1,115 -1%
AWS
11
Atria Wealth Solutions
New York
$10.5M 115,064 -5,287 -4%
RJA
12
Raymond James & Associates
Florida
$9.7M 106,138 +41,681 +65%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.59M 104,907 +45,454 +76%
Stifel Financial
14
Stifel Financial
Missouri
$8.63M 94,442 +41,136 +77%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.66M 83,756 +57,850 +223%
KWM
16
Kingsview Wealth Management
Oregon
$7.06M 77,232 +3,871 +5%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$6.76M 73,989 – –
DADC
18
D.A. Davidson & Co
Montana
$6.07M 66,446 -12,157 -15%
AAS
19
Avantax Advisory Services
Texas
$5.95M 65,055 +8,630 +15%
KAS
20
Kestra Advisory Services
Texas
$5.83M 63,779 +31,762 +99%
IA
21
IFP Advisors
Florida
$5.23M 77,289 -909 -1%
SCA
22
Snowden Capital Advisors
New York
$5.22M 57,141 +4,484 +9%
SPC
23
Sigma Planning Corp
Michigan
$5.03M 54,983 +26,002 +90%
CI
24
CX Institutional
Indiana
$4.89M 53,457 -41,570 -44%
IWM
25
IHT Wealth Management
Illinois
$4.38M 47,942 -2,491 -5%
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