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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

83 hedge funds and large institutions have $289M invested in First Trust Small Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
32
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.5M
2
SWM
2
Spire Wealth Management
Virginia
$2.47M
3
Truist Financial
3
Truist Financial
North Carolina
$24.2M
4
SWP
4
Stratos Wealth Partners
Ohio
$2.48M
5
OMC
5
Old Mission Capital
Illinois
$2.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.8M
2
Wells Fargo
2
Wells Fargo
California
$27.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.89M
4
SG
4
Strid Group
Pennsylvania
$1.15M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIS
26
Harvest Investment Services
Illinois
$2.28M 31,055 -522 -2%
CWM
27
Cornerstone Wealth Management
Missouri
$2.16M 29,411 +1,974 +7%
KWM
28
Kingsview Wealth Management
Oregon
$2.06M 27,907 +7,217 +35%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2M 27,311 -13,746 -33%
IAIM
30
International Assets Investment Management
Florida
$1.85M 31,916 -28,126 -47%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.73M 23,637 +4,032 +21%
NA
32
NewEdge Advisors
Louisiana
$1.7M 23,246 -101 -0.4%
MIM
33
MTM Investment Management
South Carolina
$1.49M 20,382 +230 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.44M 19,598 +5,608 +40%
KAS
35
Kestra Advisory Services
Texas
$1.32M 18,044 +694 +4%
SG
36
Strid Group
Pennsylvania
$1.15M 16,791 -36,401 -68%
CCA
37
Clearwater Capital Advisors
Illinois
$920K 12,549 – –
GIA
38
Gladstone Institutional Advisory
Florida
$906K 12,368 +12,368 New
NFG
39
Next Financial Group
Texas
$892K 12,174 -20,119 -62%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$847K 11,558 +85 +0.7%
GRP
41
Global Retirement Partners
California
$819K 11,171 +562 +5%
MML Investors Services
42
MML Investors Services
Massachusetts
$720K 9,829 -1,921 -16%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$618K 8,440 -9,746 -54%
TRCT
44
Tower Research Capital (TRC)
New York
$615K 8,396 +8,396 New
IF
45
Intrua Financial
Texas
$569K 7,850 +100 +1%
WS
46
Wedbush Securities
California
$550K 7,506 +344 +5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$543K 7,415 -1,000 -12%
CAN
48
Claraphi Advisory Network
United States
$457K 6,235 +56 +0.9%
HI
49
Harbour Investments
Wisconsin
$435K 5,938 +2,699 +83%
TCWA
50
Ten Capital Wealth Advisors
Washington
$409K 5,576 -15 -0.3%
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