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First Trust Small Cap Growth AlphaDEX Fund

67 hedge funds and large institutions have $179M invested in First Trust Small Cap Growth AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.6M 684,997 +68,061 +11%
Bank of America
2
Bank of America
North Carolina
$23.3M 503,937 -119,845 -19%
LPL Financial
3
LPL Financial
California
$23.1M 499,818 -24,309 -5%
First Trust Advisors
4
First Trust Advisors
Illinois
$15.5M 335,192 +78,081 +30%
RJA
5
Raymond James & Associates
Florida
$12.4M 269,441 -291,986 -52%
UBS Group
6
UBS Group
Switzerland
$11.1M 239,523 +35,039 +17%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$7.95M 172,306 -28,713 -14%
Wells Fargo
8
Wells Fargo
California
$5.95M 128,921 +49,851 +63%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.45M 118,152 -69,759 -37%
SFS
10
Sowell Financial Services
Arkansas
$3.14M 68,055 -123 -0.2%
CS
11
Credit Suisse
Switzerland
$2.98M 64,644 -1,310 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.77M 59,957 -14,661 -20%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.64M 57,090 +987 +2%
IWA
14
IBEX Wealth Advisors
New Jersey
$2.42M 52,347 +52,347 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.38M 51,508 -5,633 -10%
CCA
16
Clearwater Capital Advisors
Illinois
$1.95M 42,279 -7,001 -14%
DADC
17
D.A. Davidson & Co
Montana
$1.88M 46,500 +1,321 +3%
Stifel Financial
18
Stifel Financial
Missouri
$1.54M 33,442 +18,262 +120%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.47M 31,741 +6,903 +28%
Goldman Sachs
20
Goldman Sachs
New York
$1.42M 30,849 -11,089 -26%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.4M 30,210 -18,828 -38%
AG
22
Advisor Group
Arizona
$1.39M 30,093 +10,031 +50%
Citadel Advisors
23
Citadel Advisors
Florida
$1.34M 28,934 -22,891 -44%
SPIA
24
Steward Partners Investment Advisory
New York
$1.26M 27,354 -173 -0.6%
CWM
25
Cornerstone Wealth Management
Missouri
$1.24M 7,908 -491 -6%