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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

71 hedge funds and large institutions have $125M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.88M
4
IA
4
IFP Advisors
Florida
$4.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.12M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$565K
2
Wells Fargo
2
Wells Fargo
California
$6.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
BAM
4
Belpointe Asset Management
Nevada
$370K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JAWM
76
J. Arnold Wealth Management
Ohio
– – -2,613 Closed
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
– – -1,249 Closed
CFGS
78
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4