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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

87 hedge funds and large institutions have $221M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
35
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWWA
1
New Wave Wealth Advisors
Arkansas
$7.13M
2
HOWA
2
Heritage Oak Wealth Advisors
Florida
$7.13M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
LPL Financial
4
LPL Financial
California
$39.9M
5
BEI
5
Benjamin Edwards Inc
Missouri
$3.53M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.96M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$630K
3
First Trust Advisors
3
First Trust Advisors
Illinois
$18.8M
4
IA
4
IFP Advisors
Florida
$6.92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
26
HFG Advisors
Ohio
$1.54M 20,752 +205 +1%
MA
27
MONECO Advisors
Connecticut
$1.36M 18,327 -3,119 -15%
SPIA
28
Steward Partners Investment Advisory
New York
$1.28M 17,204 +223 +1%
MIM
29
MTM Investment Management
South Carolina
$1.24M 16,917 -750 -4%
KAS
30
Kestra Advisory Services
Texas
$1.14M 15,295 +302 +2%
SEM
31
Strategic Equity Management
Arizona
$1.03M 13,909 +6,582 +90%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$769K 10,341 +3,018 +41%
GWP
33
Gateway Wealth Partners
Wisconsin
$677K 9,103 +207 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$630K 8,469 -26,984 -76%
CPA
35
Clear Point Advisors
New York
$627K 8,430 +32 +0.4%
GWM
36
Geneos Wealth Management
Colorado
$600K 8,065 -33 -0.4%
CCA
37
Clearwater Capital Advisors
Illinois
$595K 8,000 – –
WH
38
Willner & Heller
California
$548K 7,364 -492 -6%
DF
39
Dunhill Financial
United Kingdom
$537K 7,226 -496 -6%
MML Investors Services
40
MML Investors Services
Massachusetts
$535K 7,200 -1,799 -20%
FFA
41
Farther Finance Advisors
California
$489K 6,581 +6,581 New
NP
42
Nilsine Partners
Colorado
$473K 6,366 +6,366 New
EA
43
Eclectic Associates
California
$458K 6,162 +6,162 New
WWM
44
Western Wealth Management
Colorado
$441K 5,928 +5,928 New
PFS
45
Prospera Financial Services
Texas
$435K 5,845 +873 +18%
IWN
46
Independent Wealth Network
Iowa
$434K 5,833 +266 +5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$388K 5,215 -1,100 -17%
IWM
48
IHT Wealth Management
Illinois
$350K 4,700 – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$338K 4,550 – –
PB
50
Pinnacle Bancorp
Nebraska
$330K 4,439 – –
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