FYC icon

First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

70 hedge funds and large institutions have $107M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

Holders
70
Holders Change
-12
Holders Change %
-14.63%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
27
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.67M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.09M
3
BFC
3
Bedel Financial Consulting
Indiana
$1.59M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.12M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.33M

Top Sellers

1
AC
1
Avestar Capital
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
Bank of America
3
Bank of America
North Carolina
$9.31M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.98M
Name Market Value Shares Shares
Change 		Shares
Change %
TCWA
51
Ten Capital Wealth Advisors
Washington
$197K 3,635 +8 +0.2%
FFA
52
Founders Financial Alliance
North Carolina
$112K 2,065 – –
CA
53
CoreCap Advisors
Michigan
$65K 1,195 +1,195 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$61K 1,132 +16 +1%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$58K 1,067 -1 -0.1%
KFI
56
Key Financial Inc
Pennsylvania
$57K 1,037 +193 +23%
GRP
57
Global Retirement Partners
California
$56K 1,036 – –
NFSG
58
Newbridge Financial Services Group
Florida
$54K 1,000 – –
GWM
59
Geneos Wealth Management
Colorado
$52K 960 – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$26K 481 -197 -29%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$24K 441 -700 -61%
CAL
62
Capital Analysts LLC
Pennsylvania
$21K 380 – –
SWM
63
Spire Wealth Management
Virginia
$14K 264 -960 -78%
CHC
64
City Holding Co
West Virginia
$11K 211 – –
AIP
65
Ahrens Investment Partners
Louisiana
$10K 188 – –
TFA
66
Transamerica Financial Advisors
Florida
$9K 158 +133 +532%
OIA
67
Optimum Investment Advisors
Illinois
$6K 110 – –
TCWM
68
Total Clarity Wealth Management
Illinois
$6K 118 +118 New
HS
69
Horan Securities
United States
$4K 80 – –
S
70
SignatureFD
Georgia
$1K 12 – –
AC
71
Avestar Capital
New York
– – -131,288 Closed
MIAN
72
Mariner Independent Advisor Network
Kansas
– – -40,296 Closed
NA
73
NewEdge Advisors
Louisiana
– – -23,708 Closed
Jane Street
74
Jane Street
New York
– – -9,111 Closed
WFA
75
WMG Financial Advisors
Tennessee
– – -9,090 Closed
1 2
3
4