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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

66 hedge funds and large institutions have $129M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.6M
2
DF
2
Dunhill Financial
United Kingdom
$1.52M
3
Wells Fargo
3
Wells Fargo
California
$7.97M
4
AWS
4
Atria Wealth Solutions
New York
$1.17M
5
IAIM
5
International Assets Investment Management
Florida
$715K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CAG
4
Csenge Advisory Group
Florida
$0
5
RJA
5
Raymond James & Associates
Florida
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.06M 17,661 -1,164 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$978K 16,248 -2,732 -14%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$874K 14,510 -3,350 -19%
TRCT
29
Tower Research Capital (TRC)
New York
$758K 12,593 -5,447 -30%
IAIM
30
International Assets Investment Management
Florida
$715K 16,166 +16,166 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$671K 11,145 -265 -2%
FTUS
32
Flow Traders U.S.
New York
$581K 9,648 -4,363 -31%
Stifel Financial
33
Stifel Financial
Missouri
$566K 9,397 -2,274 -19%
CCA
34
Clearwater Capital Advisors
Illinois
$553K 9,178 – –
MML Investors Services
35
MML Investors Services
Massachusetts
$548K 9,100 +591 +7%
SWP
36
Stratos Wealth Partners
Ohio
$532K 8,828 +338 +4%
RA
37
RFG Advisory
Alabama
$495K 8,224 -125 -1%
AAS
38
Avantax Advisory Services
Texas
$436K 7,242 -2,362 -25%
IWN
39
Independent Wealth Network
Iowa
$403K 6,687 +148 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$398K 6,615 -2,102 -24%
SG
41
Strid Group
Pennsylvania
$380K 6,305 +473 +8%
GWM
42
Geneos Wealth Management
Colorado
$374K 6,211 +922 +17%
IWM
43
IHT Wealth Management
Illinois
$326K 5,421 – –
FAIM
44
Financial Advocates Investment Management
Washington
$259K 4,307 -98 -2%
QPW
45
Quantum Private Wealth
Florida
$253K 4,204 – –
CWM
46
Cornerstone Wealth Management
Missouri
$224K 3,719 +1 +0%
IF
47
Intrua Financial
Texas
$212K 3,516 -500 -12%
AWA
48
Arkadios Wealth Advisors
Georgia
$211K 3,508 +4 +0.1%
WWM
49
Wagner Wealth Management
South Carolina
$205K 3,413 +21 +0.6%
HI
50
Harbour Investments
Wisconsin
$166K 2,757 -254 -8%
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