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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

77 hedge funds and large institutions have $167M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.62M
3
Wells Fargo
3
Wells Fargo
California
$9.86M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.97M
3
Bank of America
3
Bank of America
North Carolina
$7.39M
4
Millennium Management
4
Millennium Management
New York
$0
5
MA
5
MONECO Advisors
Connecticut
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
26
MTM Investment Management
South Carolina
$1.16M 17,667 -775 -4%
SPIA
27
Steward Partners Investment Advisory
New York
$1.16M 17,619 -700 -4%
CAN
28
Cetera Advisor Networks
California
$1.15M 17,576 -8,130 -32%
Citadel Advisors
29
Citadel Advisors
Florida
$1.03M 15,708 +15,708 New
KAS
30
Kestra Advisory Services
Texas
$986K 15,006 +258 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$664K 10,100 +1,450 +17%
PAG
32
Private Advisor Group
New Jersey
$553K 8,410 +8,410 New
CPA
33
Clear Point Advisors
New York
$551K 8,391 +19 +0.2%
GWM
34
Geneos Wealth Management
Colorado
$534K 8,128 -159 -2%
CCA
35
Clearwater Capital Advisors
Illinois
$526K 8,000 -97 -1%
DF
36
Dunhill Financial
United Kingdom
$507K 7,722 -688 -8%
WH
37
Willner & Heller
California
$504K 7,677 -1,072 -12%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$497K 7,567 +1,067 +16%
TRCT
39
Tower Research Capital (TRC)
New York
$471K 7,175 +7,175 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$415K 6,315 -100 -2%
IWN
41
Independent Wealth Network
Iowa
$362K 5,517 +43 +0.8%
PFS
42
Prospera Financial Services
Texas
$341K 5,192 +342 +7%
Jane Street
43
Jane Street
New York
$333K 5,076 +5,076 New
IWM
44
IHT Wealth Management
Illinois
$309K 4,700 – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$308K 4,695 +1,295 +38%
CA
46
Cetera Advisors
Colorado
$298K 4,542 +1,118 +33%
T
47
Tidemark
California
$293K 4,455 +724 +19%
PB
48
Pinnacle Bancorp
Nebraska
$292K 4,439 – –
SG
49
Strid Group
Pennsylvania
$290K 4,410 -967 -18%
HI
50
Harbour Investments
Wisconsin
$284K 4,328 +1,327 +44%
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