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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

87 hedge funds and large institutions have $221M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
35
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWWA
1
New Wave Wealth Advisors
Arkansas
$7.13M
2
HOWA
2
Heritage Oak Wealth Advisors
Florida
$7.13M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
LPL Financial
4
LPL Financial
California
$39.9M
5
BEI
5
Benjamin Edwards Inc
Missouri
$3.53M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.96M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$630K
3
First Trust Advisors
3
First Trust Advisors
Illinois
$18.8M
4
IA
4
IFP Advisors
Florida
$6.92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$325K 4,365 +1,614 +59%
BAM
52
Belpointe Asset Management
Nevada
$299K 4,017 – –
4WM
53
49 Wealth Management
Texas
$272K 3,655 -568 -13%
FAIM
54
Financial Advocates Investment Management
Washington
$268K 3,601 -16 -0.4%
KPWS
55
Kestra Private Wealth Services
Texas
$267K 3,585 +3,585 New
HI
56
Harbour Investments
Wisconsin
$266K 3,582 -137 -4%
Truist Financial
57
Truist Financial
North Carolina
$263K 3,543 +302 +9%
WE
58
Wealth Effects
Massachusetts
$259K 3,482 +425 +14%
CWM
59
Cornerstone Wealth Management
Missouri
$257K 3,455 +3 +0.1%
WW
60
Waterfront Wealth
Kansas
$237K 3,145 +3,145 New
Jones Financial Companies
61
Jones Financial Companies
Missouri
$227K 3,072 +2,430 +379%
WWM
62
Wagner Wealth Management
South Carolina
$222K 2,981 +21 +0.7%
SF
63
Summit Financial
New Jersey
$210K 2,817 +2,817 New
GVAG
64
Great Valley Advisor Group
Delaware
$200K 2,693 +2,693 New
FFA
65
Founders Financial Alliance
North Carolina
$154K 2,075 +10 +0.5%
PTC
66
Private Trust Company
Ohio
$153K 2,062 +1,405 +214%
Comerica Bank
67
Comerica Bank
Texas
$94.7K 1,274 +209 +20%
KFI
68
Key Financial Inc
Pennsylvania
$77.1K 1,037 – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$69K 924 – –
T
70
Tidemark
California
$53.4K 717 +1 +0.1%
GRP
71
Global Retirement Partners
California
$49.1K 661 -74 -10%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$35K 470 – –
PA
73
PSI Advisors
Florida
$22.9K 309 +2 +0.7%
PS
74
Principal Securities
Iowa
$20.2K 271 – –
NFA
75
Northwest Financial Advisors
Virginia
$18.1K 243 +243 New
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3
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