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First Trust Large Cap Growth AlphaDEX Fund
FTC

Overview Fund Activity

194 hedge funds and large institutions have $804M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+6
Holders Change %
+3.19%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
47
Reduced
78
Closed
13
Calls
$1.93M
Puts
$15K
Net Calls
+$1.92M
Net Calls Change
+$1.92M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$40.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$119M
3
RAS
3
RPS Advisory Solutions
Kentucky
$4.18M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.92M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.59M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.4M
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
UBS Group
3
UBS Group
Switzerland
$35.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$2.25M
5
LPL Financial
5
LPL Financial
California
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M +$8.21M +54,363 +7%
LPL Financial
2
LPL Financial
California
$101M -$2.09M -13,868 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$66.9M -$679K -4,500 -1%
Wells Fargo
4
Wells Fargo
California
$64.5M -$1.05M -6,937 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$40.5M +$11.1M +73,618 +38%
UBS Group
6
UBS Group
Switzerland
$35.9M -$3.99M -26,407 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$29M +$171K +1,133 +0.6%
First Trust Advisors
8
First Trust Advisors
Illinois
$26.7M -$964K -6,385 -3%
Bank of America
9
Bank of America
North Carolina
$23.3M +$623K +4,127 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$22M -$1.97M -13,055 -8%
KWM
11
Kingsview Wealth Management
Oregon
$17.5M -$543K -3,597 -3%
CI
12
CX Institutional
Indiana
$17.4M +$3.17M +21,013 +22%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$11.9M +$909K +6,020 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.4M -$24.3M -161,024 -70%
BEI
15
Benjamin Edwards Inc
Missouri
$9.26M +$2.3M +15,217 +33%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.08M -$142K -941 -2%
VF
17
Virtu Financial
New York
$6.49M +$2.97M +19,697 +85%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$6.25M +$31.9K +211 +0.5%
DADC
19
D.A. Davidson & Co
Montana
$6.18M -$132K -875 -2%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$5.74M +$2.54M +16,829 +79%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.24M +$459K +3,040 +10%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.92M +$3.8M +25,175 +338%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.74M +$805K +5,332 +20%
IWM
24
IHT Wealth Management
Illinois
$4.73M -$125K -827 -3%
HI
25
Harbour Investments
Wisconsin
$4.42M +$984K +6,515 +29%
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