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First Trust Small Cap Growth AlphaDEX Fund

61 hedge funds and large institutions have $222M invested in First Trust Small Cap Growth AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.2M 952,818 +381,080 +67%
RJA
2
Raymond James & Associates
Florida
$29.4M 606,825 +331,925 +121%
Bank of America
3
Bank of America
North Carolina
$26.7M 550,278 +217,247 +65%
LPL Financial
4
LPL Financial
California
$22.1M 455,229 +177,087 +64%
CWM
5
Cornerstone Wealth Management
Missouri
$14.2M 697,228 +682,996 +4,799%
UBS Group
6
UBS Group
Switzerland
$9.76M 201,210 +56,777 +39%
First Trust Advisors
7
First Trust Advisors
Illinois
$9.41M 193,990 +136,670 +238%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$8.95M 184,530 +140,399 +318%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.23M 169,706 +18,509 +12%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.71M 76,468 +76,468 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.57M 73,535 +33,098 +82%
Jane Street
12
Jane Street
New York
$3.16M 65,041 +60,270 +1,263%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.72M 56,087 +9,066 +19%
SAM
14
Shamrock Asset Management
Texas
$2.67M 54,948 -250 -0.5%
CCA
15
Clearwater Capital Advisors
Illinois
$2.58M 53,220 +200 +0.4%
CS
16
Credit Suisse
Switzerland
$2.43M 50,000 +50,000 New
TFA
17
Transamerica Financial Advisors
Florida
$2.08M 42,884 -1,491 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.94M 40,003 +18,391 +85%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.79M 36,895 +36,895 New
LA
20
LexAurum Advisors
Kansas
$1.72M 35,409 +35,409 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.66M 34,138 +28,144 +470%
SPIA
22
Steward Partners Investment Advisory
New York
$1.5M 30,910 +699 +2%
MWM
23
Merriman Wealth Management
Washington
$1.47M 30,369 +30,369 New
JIP
24
Jaffetilchin Investment Partners
Florida
$1.23M 25,349 +6,803 +37%
Wells Fargo
25
Wells Fargo
California
$1.21M 24,850 -4,027 -14%