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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

71 hedge funds and large institutions have $125M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.88M
4
IA
4
IFP Advisors
Florida
$4.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.12M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$565K
2
Wells Fargo
2
Wells Fargo
California
$6.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
BAM
4
Belpointe Asset Management
Nevada
$370K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.04M 18,040 +8,509 +89%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.03M 17,860 +17,860 New
HA
28
HFG Advisors
Ohio
$1.03M 17,767 +506 +3%
FTUS
29
Flow Traders U.S.
New York
$811K 14,011 +14,011 New
Stifel Financial
30
Stifel Financial
Missouri
$675K 11,671 -205 -2%
CAG
31
Csenge Advisory Group
Florida
$565K 9,774 -67,791 -87%
AAS
32
Avantax Advisory Services
Texas
$556K 9,604 +1,389 +17%
CCA
33
Clearwater Capital Advisors
Illinois
$531K 9,178 -1,405 -13%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$504K 8,717 +2,372 +37%
MML Investors Services
35
MML Investors Services
Massachusetts
$492K 8,509 +286 +3%
SWP
36
Stratos Wealth Partners
Ohio
$491K 8,490 +8,490 New
RA
37
RFG Advisory
Alabama
$483K 8,349 -3,874 -32%
IWN
38
Independent Wealth Network
Iowa
$378K 6,539 +144 +2%
BAM
39
Belpointe Asset Management
Nevada
$370K 6,388 -5,452 -46%
AC
40
Avestar Capital
New York
$360K 6,220 – –
SG
41
Strid Group
Pennsylvania
$337K 5,832 -3,218 -36%
IWM
42
IHT Wealth Management
Illinois
$314K 5,421 – –
GWM
43
Geneos Wealth Management
Colorado
$306K 5,289 -1,570 -23%
AWS
44
Atria Wealth Solutions
New York
$296K 5,122 +1 +0%
FAIM
45
Financial Advocates Investment Management
Washington
$255K 4,405 -773 -15%
QPW
46
Quantum Private Wealth
Florida
$243K 4,204 -100 -2%
IF
47
Intrua Financial
Texas
$224K 4,016 -1,266 -24%
CWM
48
Cornerstone Wealth Management
Missouri
$215K 3,718 +3,718 New
AWA
49
Arkadios Wealth Advisors
Georgia
$203K 3,504 -1,796 -34%
WWM
50
Wagner Wealth Management
South Carolina
$196K 3,392 +11 +0.3%
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