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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

83 hedge funds and large institutions have $289M invested in First Trust Small Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
32
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.5M
2
SWM
2
Spire Wealth Management
Virginia
$2.47M
3
Truist Financial
3
Truist Financial
North Carolina
$24.2M
4
SWP
4
Stratos Wealth Partners
Ohio
$2.48M
5
OMC
5
Old Mission Capital
Illinois
$2.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.8M
2
Wells Fargo
2
Wells Fargo
California
$27.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.89M
4
SG
4
Strid Group
Pennsylvania
$1.15M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CHC
76
City Holding Co
West Virginia
$15K 211 – –
SB
77
Strategic Blueprint
Georgia
$14K 190 +190 New
LWM
78
Liberty Wealth Management
California
$11K 145 – –
GEA
79
Glen Eagle Advisors
New Jersey
$11K 150 +150 New
OIA
80
Optimum Investment Advisors
Illinois
$8K 110 – –
HS
81
Horan Securities
United States
$6K 80 – –
Barclays
82
Barclays
United Kingdom
$4K 59 +59 New
S
83
SignatureFD
Georgia
$1K 20 – –
Baird Financial Group
84
Baird Financial Group
Wisconsin
– – -33,617 Closed
SMF
85
Sterling Manor Financial
New York
– – -29,555 Closed
PAG
86
Private Advisory Group
Washington
– – -28,753 Closed
GSC
87
G&S Capital
Colorado
– – -12,881 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– – -10,841 Closed
MSAM
89
Moloney Securities Asset Management
Missouri
– – -6,861 Closed
V
90
Veritable
Delaware
– – -4,682 Closed
KA
91
Kovack Advisors
Florida
– – -3,307 Closed
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
– – -2,000 Closed
TCWM
93
Total Clarity Wealth Management
Illinois
– – -723 Closed
APWM
94
Atlas Private Wealth Management
New York
– – -300 Closed
SFS
95
Sowell Financial Services
Arkansas
– – -101 Closed
CFD
96
Creative Financial Designs
Indiana
– – -83 Closed
WAP
97
Wealthcare Advisory Partners
Pennsylvania
– – -50 Closed
WP
98
WealthShield Partners
North Carolina
– – -44 Closed
EP
99
Eudaimonia Partners
Tennessee
– – -12 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– – – –
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