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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

78 hedge funds and large institutions have $168M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.34M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.75M
3
Wells Fargo
3
Wells Fargo
California
$10.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$586K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$17.8M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.49M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.2M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
26
HFG Advisors
Ohio
$1.35M 20,547 +792 +4%
Citadel Advisors
27
Citadel Advisors
Florida
$1.22M 18,563 +2,855 +18%
MIM
28
MTM Investment Management
South Carolina
$1.16M 17,667 – –
SPIA
29
Steward Partners Investment Advisory
New York
$1.12M 16,981 -638 -4%
KAS
30
Kestra Advisory Services
Texas
$988K 14,993 -13 -0.1%
TRCT
31
Tower Research Capital (TRC)
New York
$881K 13,376 +6,201 +86%
MML Investors Services
32
MML Investors Services
Massachusetts
$593K 8,999 -1,101 -11%
GWP
33
Gateway Wealth Partners
Wisconsin
$586K 8,896 +8,896 New
CPA
34
Clear Point Advisors
New York
$553K 8,398 +7 +0.1%
GWM
35
Geneos Wealth Management
Colorado
$534K 8,098 -30 -0.4%
CCA
36
Clearwater Capital Advisors
Illinois
$527K 8,000 – –
WH
37
Willner & Heller
California
$518K 7,856 +179 +2%
DF
38
Dunhill Financial
United Kingdom
$509K 7,722 – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$483K 7,323 -244 -3%
SEM
40
Strategic Equity Management
Arizona
$483K 7,327 +7,327 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$416K 6,315 – –
IWN
42
Independent Wealth Network
Iowa
$367K 5,567 +50 +0.9%
PFS
43
Prospera Financial Services
Texas
$328K 4,972 -220 -4%
IWM
44
IHT Wealth Management
Illinois
$310K 4,700 – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$300K 4,550 -145 -3%
PB
46
Pinnacle Bancorp
Nebraska
$292K 4,439 – –
4WM
47
49 Wealth Management
Texas
$277K 4,223 +119 +3%
BAM
48
Belpointe Asset Management
Nevada
$265K 4,017 +970 +32%
HI
49
Harbour Investments
Wisconsin
$245K 3,719 -609 -14%
FAIM
50
Financial Advocates Investment Management
Washington
$238K 3,617 -181 -5%
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