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First Trust Small Cap Growth AlphaDEX Fund

83 hedge funds and large institutions have $289M invested in First Trust Small Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
32
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$37.5M 511,865 -11,480 -2%
Wells Fargo
2
Wells Fargo
California
$27.1M 369,871 -94,436 -20%
First Trust Advisors
3
First Trust Advisors
Illinois
$26.5M 362,292 +108,938 +43%
Truist Financial
4
Truist Financial
North Carolina
$24.2M 330,112 +23,843 +8%
Morgan Stanley
5
Morgan Stanley
New York
$18.8M 256,874 -137,971 -35%
JAWM
6
J. Arnold Wealth Management
Ohio
$16.7M 227,456 +11,642 +5%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$10.2M 138,611 -4,196 -3%
RJA
8
Raymond James & Associates
Florida
$9.9M 135,094 +1,861 +1%
Bank of America
9
Bank of America
North Carolina
$9.71M 132,513 +9,029 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.89M 121,354 -81,635 -40%
Stifel Financial
11
Stifel Financial
Missouri
$8.3M 113,247 -7,428 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.72M 105,368 +12,940 +14%
PFA
13
Plotkin Financial Advisors
Maryland
$7.02M 95,786 -319 -0.3%
MI
14
Moneywise Inc
Virginia
$5.61M 76,563 -4,709 -6%
CAG
15
Csenge Advisory Group
Florida
$5.43M 73,797
UBS Group
16
UBS Group
Switzerland
$5.01M 68,389 -22,000 -24%
SPIA
17
Steward Partners Investment Advisory
New York
$3.83M 52,222 +4,247 +9%
MIAN
18
Mariner Independent Advisor Network
Kansas
$3.79M 51,659 +803 +2%
AI
19
Atria Investments
North Carolina
$3.28M 44,802 +1,768 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.08M 42,079 -3,484 -8%
SPC
21
Sigma Planning Corp
Michigan
$3.03M 41,392 +7,403 +22%
MA
22
MONECO Advisors
Connecticut
$2.73M 37,187 -2,242 -6%
OMC
23
Old Mission Capital
Illinois
$2.53M 34,506 +15,317 +80%
SWP
24
Stratos Wealth Partners
Ohio
$2.48M 33,893 +21,626 +176%
SWM
25
Spire Wealth Management
Virginia
$2.47M 33,680 +33,680 New