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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

76 hedge funds and large institutions have $159M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
21
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.8M
2
CIA
2
Concurrent Investment Advisors
Florida
$5.21M
3
LPL Financial
3
LPL Financial
California
$28.8M
4
Wells Fargo
4
Wells Fargo
California
$5.57M
5
KWM
5
Kingsview Wealth Management
Oregon
$3.57M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
IWP
2
IAG Wealth Partners
Wisconsin
$66.6K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$348K
4
DF
4
Dunhill Financial
United Kingdom
$529K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
– – -444,816 Closed
FTUS
77
Flow Traders U.S.
New York
– – -13,646 Closed
TRCT
78
Tower Research Capital (TRC)
New York
– – -13,644 Closed
AAS
79
Avantax Advisory Services
Texas
– – -8,148 Closed
CAL
80
Capital Analysts LLC
Pennsylvania
– – -25 Closed
CFGS
81
Concourse Financial Group Securities
Alabama
– – – –
VF
82
VitalStone Financial
Texas
$0 7 – –
1 2 3
4