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First Trust Small Cap Growth AlphaDEX Fund

77 hedge funds and large institutions have $167M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
4WM
51
49 Wealth Management
Texas
$268K 4,104 +4,104 New
AWA
52
Arkadios Wealth Advisors
Georgia
$264K 4,022
FAIM
53
Financial Advocates Investment Management
Washington
$250K 3,798 -100 -3%
CWM
54
Cornerstone Wealth Management
Missouri
$227K 3,451 -129 -4%
WE
55
Wealth Effects
Massachusetts
$215K 3,272 -30 -0.9%
WWM
56
Wagner Wealth Management
South Carolina
$200K 3,048 +126 +4%
BAM
57
Belpointe Asset Management
Nevada
$200K 3,047 +3,047 New
NA
58
NewEdge Advisors
Louisiana
$181K 2,751 +2,531 +1,150%
FFA
59
Founders Financial Alliance
North Carolina
$136K 2,065
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$70K 1,064 -104 -9%
KFI
61
Key Financial Inc
Pennsylvania
$68.1K 1,037
Comerica Bank
62
Comerica Bank
Texas
$60.7K 924 +206 +29%
GRP
63
Global Retirement Partners
California
$48.3K 735 -50 -6%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$30.9K 470 -1 -0.2%
CA
65
CoreCap Advisors
Michigan
$22.5K 342 +342 New
PA
66
PSI Advisors
Florida
$20.1K 306
PS
67
Principal Securities
Iowa
$17.8K 271
NS
68
NBC Securities
Alabama
$16K 250
CHC
69
City Holding Co
West Virginia
$13.9K 211
SWM
70
Spire Wealth Management
Virginia
$7.06K 107 -21 -16%
TFA
71
Transamerica Financial Advisors
Florida
$7K 96
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$5.98K 91 +23 +34%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$4.99K 76
CA
74
Continuum Advisory
Idaho
$3.24K 49 +49 New
TCG
75
Transcendent Capital Group
Oklahoma
$1.64K 25