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First Trust Small Cap Growth AlphaDEX Fund

78 hedge funds and large institutions have $168M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$227K 3,452 +1 +0%
Truist Financial
52
Truist Financial
North Carolina
$214K 3,241 +3,241 New
WE
53
Wealth Effects
Massachusetts
$201K 3,057 -215 -7%
WWM
54
Wagner Wealth Management
South Carolina
$195K 2,960 -88 -3%
NA
55
NewEdge Advisors
Louisiana
$181K 2,751
FFA
56
Founders Financial Alliance
North Carolina
$136K 2,065
IAIM
57
International Assets Investment Management
Florida
$135K 2,048 +2,048 New
Comerica Bank
58
Comerica Bank
Texas
$70.2K 1,065 +141 +15%
KFI
59
Key Financial Inc
Pennsylvania
$68.3K 1,037
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$61K 924 -140 -13%
GRP
61
Global Retirement Partners
California
$48.5K 735
T
62
Tidemark
California
$47.2K 716 -3,739 -84%
PTC
63
Private Trust Company
Ohio
$43.3K 657 +657 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$42.3K 642 +642 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$31K 470
PA
66
PSI Advisors
Florida
$20.2K 307 +1 +0.3%
CA
67
CoreCap Advisors
Michigan
$18.1K 275 -67 -20%
PS
68
Principal Securities
Iowa
$17.9K 271
NS
69
NBC Securities
Alabama
$16K 250
CHC
70
City Holding Co
West Virginia
$13.9K 211
HNB
71
Hilltop National Bank
Wyoming
$12.9K 196 +196 New
SWM
72
Spire Wealth Management
Virginia
$7.08K 107
TFA
73
Transamerica Financial Advisors
Florida
$7K 96
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$3.43K 52 -39 -43%
CA
75
Continuum Advisory
Idaho
$3.23K 49