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First Trust Small Cap Growth AlphaDEX Fund

82 hedge funds and large institutions have $150M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SG
51
StoneX Group
New York
$313K 4,581 +200 +5%
OC
52
Oppenheimer & Co
New York
$312K 4,570 +4,570 New
CA
53
Cetera Advisors
Colorado
$301K 4,406
IA
54
IFG Advisory
Georgia
$291K 4,263 -534 -11%
Truist Financial
55
Truist Financial
North Carolina
$285K 4,168 -78,416 -95%
WE
56
Wealth Effects
Massachusetts
$284K 4,155
IP
57
Ignite Planners
California
$280K 4,475
TCWA
58
Ten Capital Wealth Advisors
Washington
$248K 3,627 -1,597 -31%
WW
59
Waterfront Wealth
Kansas
$241K 3,680 +465 +14%
AAS
60
Ameritas Advisory Services
Nebraska
$235K 3,433 +3,433 New
SEP
61
Southland Equity Partners
Missouri
$213K 3,111 -70 -2%
AAS
62
Avantax Advisory Services
Texas
$210K 3,085 +3,085 New
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$141K 2,070
FFA
64
Founders Financial Alliance
North Carolina
$141K 2,065
SWM
65
Spire Wealth Management
Virginia
$84K 1,224 -175 -13%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$78K 1,141 +489 +75%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$76K 1,116
Fidelity Investments
68
Fidelity Investments
Massachusetts
$73K 1,068 +1 +0.1%
NFSG
69
Newbridge Financial Services Group
Florida
$68K 1,000 +1,000 New
GWM
70
Geneos Wealth Management
Colorado
$65K 960
KFI
71
Key Financial Inc
Pennsylvania
$58K 844
GRP
72
Global Retirement Partners
California
$58K 1,036 +1,036 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$46K 678 +481 +244%
PFS
74
Prospera Financial Services
Texas
$37K 546 +546 New
CAL
75
Capital Analysts LLC
Pennsylvania
$26K 380 +380 New