First Trust Multi Cap Growth AlphaDEX
FAD • NASDAQ
First Trust Multi Cap Growth AlphaDEX is an exchange-traded fund on NASDAQ. As of Q3 2025, 81 institutional investors hold shares in this ETF, with total holdings valued at $226.6M. MORGAN STANLEY is the largest holder with a position valued at $47.6M.
Overview
Overview of institutional ownership in FAD as of Q3 2025
All Institutions
- Institutions
- 81
- Value Held
- $226.6M
- Shares Held
- 1.4M
- Avg Position
- $2.8M
- Median Position
- $477.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $3.2M
- Shares Held
- 20.0K
- Avg Position
- $3.2M
- Median Position
- $3.2M
Biggest Investors
Institutions with the largest positions in FAD as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $47.6M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $20.9M 0.00% of portfolio |
L LPL Financial LLC Institution | $20.3M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $18.9M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $9.5M 0.01% of portfolio |
 BB&T CORP Institution | $8.2M 0.01% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $8.0M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $7.5M 0.01% of portfolio |
 Plotkin Financial Advisors, LLC RIA/Wealth | $7.3M 3.62% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $5.7M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FAD in Q3 2025
- Traded
- +$32.7M
- Buyers
- 41
- Sellers
- 30
- Total Bought
- +$39.6M
- Total Sold
- −$6.9M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$15.1M +93.9K shares |
A Advisor Group Holdings, Inc. Institution | +$6.8M +43.7K shares |
 Synergy Investment Management, LLC RIA/Wealth | +$4.2M +26.3K shares |
L LPL Financial LLC Institution | +$3.9M +24.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.8M +17.4K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.0M +6.4K shares |
P Private Advisory Group LLC RIA/Wealth | +$845.1K +5.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$819.6K +5.1K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$434.3K +2.7K shares |
BB&T CORP Institution | +$397.8K +2.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.7M −16.9K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$967.5K −6.0K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$807.5K −5.5K shares |
V Virtu Financial LLC Institution | −$385.1K −2.6K shares |
 Creative Planning RIA/Wealth | −$384.8K −2.4K shares |
GOLDMAN SACHS GROUP INC Institution | −$300.2K −1.9K shares |
 UBS Group AG Institution | −$242.9K −1.5K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$218.5K −1.4K shares |
 CWM, LLC RIA/Wealth | −$179.8K −1.1K shares |
 Flaharty Asset Management, LLC RIA/Wealth | −$159.9K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FAD in Q3 2025
- New Positions
- 5
- New Value
- $1.7M
- Exited Positions
- 5
- Exited Value
- $1.5M
New Positions
| Institution | Position Value |
|---|---|
P Private Advisory Group LLC RIA/Wealth | $845.1K 5.3K shares |
 Advyzon Investment Management, LLC RIA/Wealth | $242.1K 1.5K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | $216.6K 1.3K shares |
 Equitable Holdings, Inc. Institution | $212.1K 1.3K shares |
 IFG Advisory, LLC RIA/Wealth | $210.4K 1.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $807.5K 5.5K shares |
V Virtu Financial LLC Institution | $385.1K 2.6K shares |
Flaharty Asset Management, LLC RIA/Wealth | $159.9K 1.1K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $102.8K 699.0 shares |
 Legend Financial Advisors, Inc. RIA/Wealth | $7.3K 50.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FAD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FAD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Plotkin Financial Advisors, LLC RIA/Wealth | 3.62% $7.3M |
Synergy Investment Management, LLC RIA/Wealth | 1.65% $4.2M |
 Wealth Management Partners, LLC RIA/Wealth | 1.26% $4.0M |
 RPg Family Wealth Advisory, LLC RIA/Wealth | 1.15% $5.2M |
6 626 Financial, LLC RIA/Wealth | 0.66% $1.5M |
 Nova Wealth Management, Inc. RIA/Wealth | 0.64% $908.7K |
 WILLNER & HELLER, LLC RIA/Wealth | 0.63% $816.7K |
0.62% $1.6M | |
 Proactive Wealth Strategies LLC RIA/Wealth | 0.37% $854.2K |
 Apeiron RIA LLC RIA/Wealth | 0.20% $842.6K |
Hedge Fund Spotlight
Discover hedge funds investing in FAD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Multi Cap Growth AlphaDEX
- Market Value
- $3.2M
- Shares Held
- 20.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
