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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

93 hedge funds and large institutions have $246M invested in First Trust Small Cap Growth AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+15
Holders Change %
+19.23%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
26
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$7.88M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$3.22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.48M
4
Wells Fargo
4
Wells Fargo
California
$16.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.99M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$4.46M
2
Truist Financial
2
Truist Financial
North Carolina
$6.16M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.14M
4
KPWS
4
Kestra Private Wealth Services
Texas
$0
5
HIS
5
Harvest Investment Services
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$459K 6,173 -115 -2%
IWN
52
Independent Wealth Network
Iowa
$410K 5,500 +26 +0.5%
FAIM
53
Financial Advocates Investment Management
Washington
$400K 5,359 -8 -0.1%
TCWA
54
Ten Capital Wealth Advisors
Washington
$390K 5,224 -298 -5%
PAG
55
Private Advisor Group
New Jersey
$374K 5,018 +159 +3%
QPW
56
Quantum Private Wealth
Florida
$373K 5,003 +5,003 New
IA
57
IFG Advisory
Georgia
$357K 4,797 – –
CA
58
Cetera Advisors
Colorado
$329K 4,406 +558 +15%
SG
59
StoneX Group
New York
$327K 4,381 +5 +0.1%
HI
60
Harbour Investments
Wisconsin
$322K 4,320 -1,719 -28%
ASN
61
Advisory Services Network
Georgia
$316K 4,232 +318 +8%
WE
62
Wealth Effects
Massachusetts
$310K 4,155 +4,155 New
IP
63
Ignite Planners
California
$305K 4,475 +4,475 New
PFA
64
Professional Financial Advisors
Nebraska
$296K 3,971 -44 -1%
WW
65
Waterfront Wealth
Kansas
$240K 3,215 +3,215 New
WWM
66
Wagner Wealth Management
South Carolina
$238K 3,198 +64 +2%
SEP
67
Southland Equity Partners
Missouri
$237K 3,181 – –
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$154K 2,070 – –
FFA
69
Founders Financial Alliance
North Carolina
$154K 2,065 – –
SFM
70
Signet Financial Management
New Jersey
$138K 1,848 +1,848 New
SWM
71
Spire Wealth Management
Virginia
$104K 1,399 -74 -5%
SFPG
72
Stonebridge Financial Planning Group
Florida
$91K 1,430 – –
CA
73
CoreCap Advisors
Michigan
$89K 1,195 +1,195 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$83K 1,116 +1,116 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$80K 1,067 – –
1 2
3
4 5