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First Trust Small Cap Growth AlphaDEX Fund

67 hedge funds and large institutions have $156M invested in First Trust Small Cap Growth AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
24
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.8M 288,709 +24,681 +9%
LPL Financial
2
LPL Financial
California
$17.1M 277,300 +84,207 +44%
First Trust Advisors
3
First Trust Advisors
Illinois
$16.8M 272,388 +227,143 +502%
Truist Financial
4
Truist Financial
North Carolina
$10.9M 175,991 -17,070 -9%
Wells Fargo
5
Wells Fargo
California
$10.2M 165,179 +32,448 +24%
Bank of America
6
Bank of America
North Carolina
$8.19M 132,785 -9,361 -7%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$7.7M 124,804 +81,504 +188%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.62M 107,350 +8,188 +8%
Stifel Financial
9
Stifel Financial
Missouri
$6.6M 106,909 +65,713 +160%
MI
10
Moneywise Inc
Virginia
$5.04M 81,684 +10,001 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4M 64,877 +32,256 +99%
SG
12
Strid Group
Pennsylvania
$3.71M 60,180 -156,699 -72%
UBS Group
13
UBS Group
Switzerland
$3.57M 57,829 +14,638 +34%
RJA
14
Raymond James & Associates
Florida
$3.5M 56,651 -533 -0.9%
SPIA
15
Steward Partners Investment Advisory
New York
$3.18M 51,490 +28,104 +120%
MIAN
16
Mariner Independent Advisor Network
Kansas
$3.09M 50,084 +50,084 New
KAS
17
Kestra Advisory Services
Texas
$2.79M 44,995 +6,887 +18%
MA
18
MONECO Advisors
Connecticut
$2.69M 39,979 +5,447 +16%
AI
19
Atria Investments
North Carolina
$2.42M 39,193 -1,003 -2%
SMF
20
Sterling Manor Financial
New York
$2.31M 37,469 +37,469 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.19M 35,486 +14,578 +70%
IAIM
22
International Assets Investment Management
Florida
$1.5M 30,016 -3,333 -10%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.1M 17,903 -22,891 -56%
MIM
24
MTM Investment Management
South Carolina
$1.09M 17,702 +17,702 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.03M 16,678 +4,077 +32%