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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

109 hedge funds and large institutions have $341M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
49
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.1M
2
Wells Fargo
2
Wells Fargo
California
$31.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$10.4M
4
EA
4
Eclectic Associates
California
$9.93M
5
BAS
5
Brueske Advisory Services
Washington
$8.29M

Top Sellers

1
HOWA
1
Heritage Oak Wealth Advisors
Florida
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$6.65M
3
CCA
3
Clearwater Capital Advisors
Illinois
$0
4
MI
4
Moneywise Inc
Virginia
$2.44M
5
EH
5
Equitable Holdings
New York
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.98M 38,527 +4,262 +12%
Jane Street
27
Jane Street
New York
$2.85M 36,859 +36,859 New
EH
28
Equitable Holdings
New York
$2.46M 31,832 -3,190 -9%
MI
29
Moneywise Inc
Virginia
$2.44M 31,561 -7,033 -18%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.22M 28,667 +5,897 +26%
Citadel Advisors
31
Citadel Advisors
Florida
$2.14M 27,579 +27,579 New
FFS
32
Founders Financial Securities
Maryland
$1.72M 22,276 +22,276 New
US Bancorp
33
US Bancorp
Minnesota
$1.67M 21,536 -676 -3%
HA
34
HFG Advisors
Ohio
$1.57M 20,278 -474 -2%
KAS
35
Kestra Advisory Services
Texas
$1.32M 17,026 +1,731 +11%
SPIA
36
Steward Partners Investment Advisory
New York
$1.31M 16,859 -345 -2%
MIM
37
MTM Investment Management
South Carolina
$1.3M 16,733 -184 -1%
MA
38
MONECO Advisors
Connecticut
$1.22M 15,799 -2,528 -14%
FFA
39
Farther Finance Advisors
California
$1.14M 14,671 +8,090 +123%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.11M 14,355 +4,014 +39%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.1M 14,178 +5,709 +67%
GSC
42
G&S Capital
Colorado
$1.08M 14,004 +14,004 New
DF
43
Dunhill Financial
United Kingdom
$1.08M 13,985 +6,759 +94%
FFN
44
Focus Financial Network
Minnesota
$1.02M 13,178 +13,178 New
SEM
45
Strategic Equity Management
Arizona
$871K 11,245 -2,664 -19%
GWP
46
Gateway Wealth Partners
Wisconsin
$738K 9,536 +433 +5%
CPA
47
Clear Point Advisors
New York
$654K 8,444 +14 +0.2%
BCI
48
Blue Capital Inc
Nebraska
$652K 8,417 +8,417 New
GWM
49
Geneos Wealth Management
Colorado
$631K 8,152 +87 +1%
WWM
50
Western Wealth Management
Colorado
$603K 7,784 +1,856 +31%
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