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First Trust Small Cap Growth AlphaDEX Fund

90 hedge funds and large institutions have $298M invested in First Trust Small Cap Growth AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
90
Holders Change
+23
Holders Change %
+34.33%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
35
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$36.5M 523,345 +246,045 +89%
Wells Fargo
2
Wells Fargo
California
$32.3M 464,307 +299,128 +181%
Morgan Stanley
3
Morgan Stanley
New York
$27.5M 394,845 +106,136 +37%
Truist Financial
4
Truist Financial
North Carolina
$21.3M 306,269 +130,278 +74%
First Trust Advisors
5
First Trust Advisors
Illinois
$17.7M 253,354 -19,034 -7%
JAWM
6
J. Arnold Wealth Management
Ohio
$15M 215,814 +213,147 +7,992%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.1M 202,989 +138,112 +213%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$9.95M 142,807 +18,003 +14%
RJA
9
Raymond James & Associates
Florida
$9.28M 133,233 +76,582 +135%
Bank of America
10
Bank of America
North Carolina
$8.6M 123,484 -9,301 -7%
Stifel Financial
11
Stifel Financial
Missouri
$8.41M 120,675 +13,766 +13%
PFA
12
Plotkin Financial Advisors
Maryland
$6.7M 96,105 +96,105 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.44M 92,428 -14,922 -14%
UBS Group
14
UBS Group
Switzerland
$6.3M 90,389 +32,560 +56%
MI
15
Moneywise Inc
Virginia
$5.66M 81,272 -412 -0.5%
CAG
16
Csenge Advisory Group
Florida
$5.19M 73,797 +73,797 New
SG
17
Strid Group
Pennsylvania
$3.71M 53,192 -6,988 -12%
MIAN
18
Mariner Independent Advisor Network
Kansas
$3.54M 50,856 +772 +2%
SPIA
19
Steward Partners Investment Advisory
New York
$3.34M 47,975 -3,515 -7%
IAIM
20
International Assets Investment Management
Florida
$3.2M 60,042 +30,026 +100%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.18M 45,563 +10,077 +28%
AI
22
Atria Investments
North Carolina
$3M 43,034 +3,841 +10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.86M 41,057 +24,784 +152%
MA
24
MONECO Advisors
Connecticut
$2.75M 39,429 -550 -1%
SPC
25
Sigma Planning Corp
Michigan
$2.37M 33,989 +30,687 +929%