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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

109 hedge funds and large institutions have $341M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
49
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.1M
2
Wells Fargo
2
Wells Fargo
California
$31.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$10.4M
4
EA
4
Eclectic Associates
California
$9.93M
5
BAS
5
Brueske Advisory Services
Washington
$8.29M

Top Sellers

1
HOWA
1
Heritage Oak Wealth Advisors
Florida
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$6.65M
3
CCA
3
Clearwater Capital Advisors
Illinois
$0
4
MI
4
Moneywise Inc
Virginia
$2.44M
5
EH
5
Equitable Holdings
New York
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
IWN
51
Independent Wealth Network
Iowa
$593K 7,655 +1,822 +31%
NP
52
Nilsine Partners
Colorado
$592K 7,645 +1,279 +20%
WH
53
Willner & Heller
California
$580K 7,497 +133 +2%
MML Investors Services
54
MML Investors Services
Massachusetts
$575K 7,432 +232 +3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$545K 7,040 +1,825 +35%
SA
56
Sylvest Advisors
Texas
$498K 6,432 +6,432 New
Ameriprise
57
Ameriprise
Minnesota
$485K 6,268 +6,268 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$449K 5,797 +1,247 +27%
PFS
59
Prospera Financial Services
Texas
$438K 5,651 -194 -3%
ATPW
60
Ashton Thomas Private Wealth
Arizona
$426K 5,500 +5,500 New
OC
61
Oppenheimer & Co
New York
$419K 5,409 +5,409 New
IWM
62
IHT Wealth Management
Illinois
$364K 4,700 – –
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$350K 4,519 +4,519 New
NA
64
NewEdge Advisors
Louisiana
$342K 4,415 +50 +1%
HI
65
Harbour Investments
Wisconsin
$303K 3,917 +335 +9%
WE
66
Wealth Effects
Massachusetts
$303K 3,907 +425 +12%
OIA
67
OneDigital Investment Advisors
Kansas
$301K 3,884 +3,884 New
TA
68
TKG Advisors
Indiana
$298K 3,709 +3,709 New
KPWS
69
Kestra Private Wealth Services
Texas
$292K 3,774 +189 +5%
BAM
70
Belpointe Asset Management
Nevada
$292K 4,017 – –
4WM
71
49 Wealth Management
Texas
$289K 3,737 +82 +2%
Truist Financial
72
Truist Financial
North Carolina
$279K 3,607 +64 +2%
FAIM
73
Financial Advocates Investment Management
Washington
$275K 3,552 -49 -1%
CWM
74
Cornerstone Wealth Management
Missouri
$268K 3,457 +2 +0.1%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$267K 3,453 +381 +12%
1 2
3
4 5