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First Trust Small Cap Growth AlphaDEX Fund

82 hedge funds and large institutions have $150M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$21.7M 317,845 -98,460 -24%
Bank of America
2
Bank of America
North Carolina
$15M 219,493 +69,966 +47%
Morgan Stanley
3
Morgan Stanley
New York
$13M 189,980 -44,530 -19%
AC
4
Avestar Capital
New York
$8.97M 131,288 +25,592 +24%
CAG
5
Csenge Advisory Group
Florida
$6.43M 94,074 +20,277 +27%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.51M 80,610 -13,145 -14%
Wells Fargo
7
Wells Fargo
California
$5.43M 79,440 -140,589 -64%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.33M 78,014 -17,693 -18%
RJA
9
Raymond James & Associates
Florida
$5.27M 77,154 -58,542 -43%
UBS Group
10
UBS Group
Switzerland
$4.22M 61,687 -2,634 -4%
MI
11
Moneywise Inc
Virginia
$4.12M 60,306 -2,263 -4%
AI
12
Atria Investments
North Carolina
$3.69M 53,964 +3,885 +8%
MA
13
MONECO Advisors
Connecticut
$3.49M 51,029 +6,495 +15%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.29M 48,173 +17,459 +57%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.9M 42,485 +19,651 +86%
MIAN
16
Mariner Independent Advisor Network
Kansas
$2.79M 40,296 -2,545 -6%
IA
17
IFP Advisors
Florida
$2.4M 46,631 +21,000 +82%
SPIA
18
Steward Partners Investment Advisory
New York
$2.25M 32,914 -18,508 -36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.1M 30,778 -17,585 -36%
KWM
20
Kingsview Wealth Management
Oregon
$1.98M 28,948 +192 +0.7%
APA
21
American Portfolios Advisors
New York
$1.97M 28,896 -5,531 -16%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1.94M 28,381 -92,491 -77%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.77M 25,663 -26,234 -51%
Stifel Financial
24
Stifel Financial
Missouri
$1.63M 23,791 -77,193 -76%
NA
25
NewEdge Advisors
Louisiana
$1.62M 23,708 -3,422 -13%