We are live on ! Find out more
FYC icon

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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $159M → $167M (+$8.47M)

0% more funds holding

Funds holding: 7777 (0)

1.79% less ownership

Funds ownership: 63.88%62.09% (-1.8%)

23% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.11%
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
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
51
49 Wealth Management
Texas
$268K +$257K +4,104 New
AWA
52
Arkadios Wealth Advisors
Georgia
$264K
FAIM
53
Financial Advocates Investment Management
Washington
$250K -$6.26K -100 -3%
CWM
54
Cornerstone Wealth Management
Missouri
$227K -$8.08K -129 -4%
WE
55
Wealth Effects
Massachusetts
$215K -$1.88K -30 -0.9%
WWMSC
56
Wagner Wealth Management (South Carolina)
South Carolina
$200K +$7.89K +126 +4%
BAM
57
Belpointe Asset Management
Nevada
$200K +$191K +3,047 New
NA
58
NewEdge Advisors
Louisiana
$181K +$159K +2,531 +1,150%
FFA
59
Founders Financial Alliance
North Carolina
$136K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$70K -$6.51K -104 -9%
KFI
61
Key Financial Inc
Pennsylvania
$68.1K
Comerica Bank
62
Comerica Bank
Texas
$60.7K +$12.9K +206 +29%
GRP
63
Global Retirement Partners
California
$48.3K -$3.13K -50 -6%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$30.9K -$63 -1 -0.2%
CA
65
CoreCap Advisors
Michigan
$22.5K +$21.4K +342 New
PA
66
PSI Advisors
Florida
$20.1K
PS
67
Principal Securities
Iowa
$17.8K
NS
68
NBC Securities
Alabama
$16K
CHC
69
City Holding Co
West Virginia
$13.9K
SWM
70
Spire Wealth Management
Virginia
$7.06K -$1.32K -21 -16%
TFA
71
Transamerica Financial Advisors
Florida
$7K
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$5.98K +$1.44K +23 +34%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$4.99K
CA
74
Continuum Advisory
Idaho
$3.24K +$3.07K +49 New
TCG
75
Transcendent Capital Group
Oklahoma
$1.64K