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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

82 hedge funds and large institutions have $150M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15M
2
AC
2
Avestar Capital
New York
$8.97M
3
CAG
3
Csenge Advisory Group
Florida
$6.43M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.9M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.29M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$5.43M
3
LPL Financial
3
LPL Financial
California
$21.7M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.94M
5
PFA
5
Plotkin Financial Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
26
MTM Investment Management
South Carolina
$1.39M 20,382 – –
KAS
27
Kestra Advisory Services
Texas
$1.14M 16,660 -558 -3%
AWS
28
Atria Wealth Solutions
New York
$1.08M 15,826 +15,826 New
MML Investors Services
29
MML Investors Services
Massachusetts
$1.06M 15,492 -2,100 -12%
SG
30
Strid Group
Pennsylvania
$1.06M 15,469 -462 -3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$994K 14,544 -1,864 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$797K 11,672 +3,206 +38%
CCA
33
Clearwater Capital Advisors
Illinois
$723K 10,583 -866 -8%
HA
34
HFG Advisors
Ohio
$707K 10,351 +369 +4%
TRCT
35
Tower Research Capital (TRC)
New York
$669K 9,784 -1,872 -16%
WS
36
Wedbush Securities
California
$668K 9,781 +208 +2%
Jane Street
37
Jane Street
New York
$623K 9,111 +9,111 New
WFA
38
WMG Financial Advisors
Tennessee
$622K 9,090 -4,382 -33%
WWM
39
Wagner Wealth Management
South Carolina
$554K 8,108 +4,910 +154%
AWM
40
AE Wealth Management
Kansas
$540K 7,900 -1,096 -12%
IF
41
Intrua Financial
Texas
$489K 7,150 -900 -11%
Citadel Advisors
42
Citadel Advisors
Florida
$476K 6,969 -26,338 -79%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$458K 6,695 +274 +4%
IWN
44
Independent Wealth Network
Iowa
$428K 6,257 +757 +14%
CWM
45
Cornerstone Wealth Management
Missouri
$426K 6,239 +66 +1%
MCC
46
Money Concepts Capital
Florida
$401K 5,872 +5,872 New
EH
47
Equitable Holdings
New York
$378K 5,537 +5,537 New
FAIM
48
Financial Advocates Investment Management
Washington
$361K 5,285 -74 -1%
QPW
49
Quantum Private Wealth
Florida
$341K 5,003 – –
SPC
50
Sigma Planning Corp
Michigan
$336K 4,914 -10,706 -69%
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