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First Trust Small Cap Growth AlphaDEX Fund

66 hedge funds and large institutions have $129M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFA
51
Founders Financial Alliance
North Carolina
$124K 2,065
Fidelity Investments
52
Fidelity Investments
Massachusetts
$63.9K 1,062
KFI
53
Key Financial Inc
Pennsylvania
$62.4K 1,037
GRP
54
Global Retirement Partners
California
$62K 1,030 -30 -3%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$57K 952
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$47.1K 782 -30 -4%
NA
57
NewEdge Advisors
Louisiana
$12.8K 213 -9 -4%
GI
58
Gradient Investments
Minnesota
$12.7K 211 +211 New
CHC
59
City Holding Co
West Virginia
$12.7K 211
PA
60
PSI Advisors
Florida
$10.5K 175 +175 New
SWM
61
Spire Wealth Management
Virginia
$7.65K 127 -27 -18%
TFA
62
Transamerica Financial Advisors
Florida
$6K 96 -4 -4%
HS
63
Horan Securities
United States
$4.82K 80
CAL
64
Capital Analysts LLC
Pennsylvania
$2K 25
S
65
SignatureFD
Georgia
$722 12
Citadel Advisors
66
Citadel Advisors
Florida
-19,434 Closed
CAG
67
Csenge Advisory Group
Florida
-9,774 Closed
BAM
68
Belpointe Asset Management
Nevada
-6,388 Closed
AC
69
Avestar Capital
New York
-6,220 Closed
AAS
70
Ameritas Advisory Services
Nebraska
-2,145 Closed
TCWA
71
Ten Capital Wealth Advisors
Washington
-1,541 Closed
WP
72
WealthPLAN Partners
Nebraska
-349 Closed
ASN
73
Advisory Services Network
Georgia
-320 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
VF
75
VitalStone Financial
Texas
$0 7