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First Trust Small Cap Growth AlphaDEX Fund

60 hedge funds and large institutions have $63M invested in First Trust Small Cap Growth AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
60
Holders Change
-8
Holders Change %
-11.76%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
6
Reduced
31
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APWM
51
Atlas Private Wealth Management
New York
$10K
US Bancorp
52
US Bancorp
Minnesota
$8K -$1.89K -57 -19%
CHC
53
City Holding Co
West Virginia
$7K
MA
54
MUFG Americas
New York
$7K +$7K +200 New
LWM
55
Liberty Wealth Management
California
$5K
OIA
56
Optimum Investment Advisors
Illinois
$4K -$54.3K -1,492 -93%
OPS
57
Orion Portfolio Solutions
Nebraska
$3K +$3K +100 New
TFA
58
Transamerica Financial Advisors
Florida
$1K -$62.6K -1,564 -98%
SFS
59
Sowell Financial Services
Arkansas
$1K +$53 +1 +6%
First Trust Advisors
60
First Trust Advisors
Illinois
-$17.7M -380,164 Closed
CS
61
Credit Suisse
Switzerland
-$2.74M -58,759 Closed
DADC
62
D.A. Davidson & Co
Montana
-$2.17M -46,414 Closed
PAG
63
Private Advisory Group
Washington
-$2.06M -44,070 Closed
JAWM
64
J. Arnold Wealth Management
Ohio
-$1.25M -26,871 Closed
UR
65
USCA RIA
Texas
-$904K -19,365 Closed
PFA
66
Plotkin Financial Advisors
Maryland
-$646K -13,832 Closed
IWC
67
Integrated Wealth Concepts
Massachusetts
-$482K -10,328 Closed
MIAN
68
Mariner Independent Advisor Network
Kansas
-$481K -10,305 Closed
WS
69
Wedbush Securities
California
-$406K -8,705 Closed
ASN
70
Advisory Services Network
Georgia
-$361K -7,727 Closed
FAAS
71
First Allied Advisory Services
California
-$327K -7,026 Closed
IA
72
IFG Advisory
Georgia
-$324K -6,960 Closed
BAM
73
Belpointe Asset Management
Nevada
-$263K -5,645 Closed
CA
74
Cetera Advisors
Colorado
-$254K -5,478 Closed
QWM
75
QP Wealth Management
New Jersey
-$248K -5,272 Closed