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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

82 hedge funds and large institutions have $150M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15M
2
AC
2
Avestar Capital
New York
$8.97M
3
CAG
3
Csenge Advisory Group
Florida
$6.43M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.9M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.29M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$5.43M
3
LPL Financial
3
LPL Financial
California
$21.7M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.94M
5
PFA
5
Plotkin Financial Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CHC
76
City Holding Co
West Virginia
$14K 211 – –
AIP
77
Ahrens Investment Partners
Louisiana
$13K 188 -75 -29%
OIA
78
Optimum Investment Advisors
Illinois
$8K 110 – –
HS
79
Horan Securities
United States
$5K 80 – –
TFA
80
Transamerica Financial Advisors
Florida
$2K 25 -460 -95%
S
81
SignatureFD
Georgia
$1K 12 -8 -40%
First Trust Advisors
82
First Trust Advisors
Illinois
– – -379,581 Closed
PFA
83
Plotkin Financial Advisors
Maryland
– – -72,564 Closed
JAWM
84
J. Arnold Wealth Management
Ohio
– – -59,788 Closed
GSC
85
G&S Capital
Colorado
– – -15,767 Closed
GIA
86
Gladstone Institutional Advisory
Florida
– – -11,667 Closed
CAN
87
Claraphi Advisory Network
United States
– – -7,687 Closed
TA
88
TKG Advisors
Indiana
– – -7,492 Closed
PAG
89
Private Advisor Group
New Jersey
– – -5,018 Closed
ASN
90
Advisory Services Network
Georgia
– – -4,232 Closed
PFA
91
Professional Financial Advisors
Nebraska
– – -3,971 Closed
SFM
92
Signet Financial Management
New Jersey
– – -1,848 Closed
SFPG
93
Stonebridge Financial Planning Group
Florida
– – -1,430 Closed
CA
94
CoreCap Advisors
Michigan
– – -1,195 Closed
SCA
95
Snowden Capital Advisors
New York
– – -921 Closed
TCWM
96
Total Clarity Wealth Management
Illinois
– – -563 Closed
DWMG
97
DB Wealth Management Group
California
– – -387 Closed
CA
98
Cornerstone Advisory
Maryland
– – -376 Closed
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
– – -351 Closed
AIM
100
AHL Investment Management
Florida
– – -200 Closed
1 2 3
4
5