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First Trust Small Cap Growth AlphaDEX Fund

57 hedge funds and large institutions have $81.8M invested in First Trust Small Cap Growth AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
16
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.7M 274,937 -9,371 -3%
SG
2
Strid Group
Pennsylvania
$9.18M 216,357 +6,169 +3%
LPL Financial
3
LPL Financial
California
$8.38M 197,484 -28,341 -13%
Bank of America
4
Bank of America
North Carolina
$6.35M 149,604 -39,202 -21%
SL
5
Savior LLC
Massachusetts
$4.68M 110,350 +110,350 New
Wells Fargo
6
Wells Fargo
California
$4.4M 103,777 -30,587 -23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.58M 84,279 +56,255 +201%
MI
8
Moneywise Inc
Virginia
$2.55M 60,039 +49,762 +484%
LWS
9
Lucia Wealth Services
California
$2.51M 59,134 +43,744 +284%
RJA
10
Raymond James & Associates
Florida
$2.47M 58,271 -49,507 -46%
UBS Group
11
UBS Group
Switzerland
$1.89M 44,627 +79 +0.2%
FAIM
12
Financial Advocates Investment Management
Washington
$1.88M 44,325 +590 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.79M 42,154 -10,176 -19%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.71M 40,420 +19,140 +90%
AI
15
Atria Investments
North Carolina
$1.7M 40,024 +40,024 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.64M 38,732 -26,209 -40%
IAIM
17
International Assets Investment Management
Florida
$1.38M 38,685 -348 -0.9%
MA
18
MONECO Advisors
Connecticut
$1.24M 29,106 +5,878 +25%
Citadel Advisors
19
Citadel Advisors
Florida
$1.18M 27,695 +8,945 +48%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.15M 27,143 +27,143 New
SPIA
21
Steward Partners Investment Advisory
New York
$996K 23,481 -3 -0%
Goldman Sachs
22
Goldman Sachs
New York
$905K 21,335 -9,500 -31%
MML Investors Services
23
MML Investors Services
Massachusetts
$756K 17,820 -318 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$736K 17,330 +849 +5%
SPC
25
Sigma Planning Corp
Michigan
$705K 16,625 -525 -3%