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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

72 hedge funds and large institutions have $114M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
23
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$8.68M
2
EH
2
Equitable Holdings
New York
$1.49M
3
LPL Financial
3
LPL Financial
California
$17.7M
4
IA
4
IFP Advisors
Florida
$2.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.56M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$622K
2
UBS Group
2
UBS Group
Switzerland
$1.47M
3
Bank of America
3
Bank of America
North Carolina
$8.11M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.29M
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
26
HFG Advisors
Ohio
$913K 16,934 +6,272 +59%
Stifel Financial
27
Stifel Financial
Missouri
$860K 15,957 -2,208 -12%
AWS
28
Atria Wealth Solutions
New York
$859K 15,949 +582 +4%
TRCT
29
Tower Research Capital (TRC)
New York
$854K 15,843 -6,757 -30%
APA
30
American Portfolios Advisors
New York
$683K 12,671 -2,125 -14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$631K 11,714 +1,940 +20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$622K 11,545 -37,671 -77%
SG
33
Strid Group
Pennsylvania
$578K 10,729 -2,067 -16%
CCA
34
Clearwater Capital Advisors
Illinois
$570K 10,583 – –
MML Investors Services
35
MML Investors Services
Massachusetts
$474K 8,804 -37 -0.4%
AWM
36
AE Wealth Management
Kansas
$434K 8,049 +312 +4%
BAM
37
Belpointe Asset Management
Nevada
$407K 7,548 +7,548 New
Citadel Advisors
38
Citadel Advisors
Florida
$381K 7,076 +7,076 New
IWN
39
Independent Wealth Network
Iowa
$343K 6,371 -69 -1%
IF
40
Intrua Financial
Texas
$342K 6,350 -700 -10%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$342K 6,345 -675 -10%
AAS
42
Avantax Advisory Services
Texas
$308K 5,715 +959 +20%
IWM
43
IHT Wealth Management
Illinois
$300K 5,571 +5,571 New
RA
44
RFG Advisory
Alabama
$289K 5,054 -529 -9%
AC
45
Avestar Capital
New York
$284K 5,263 +5,263 New
HI
46
Harbour Investments
Wisconsin
$282K 5,208 – –
FAIM
47
Financial Advocates Investment Management
Washington
$281K 5,209 +83 +2%
Truist Financial
48
Truist Financial
North Carolina
$275K 5,108 +610 +14%
QPW
49
Quantum Private Wealth
Florida
$272K 5,050 – –
WH
50
Willner & Heller
California
$271K 5,035 +5,035 New
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2
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