We are live on ! Find out more
FYC icon

First Trust Small Cap Growth AlphaDEX Fund

70 hedge funds and large institutions have $107M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

2.37% less ownership

Funds ownership: 60.34%57.97% (-2.4%)

15% less funds holding

Funds holding: 8270 (-12)

29% less capital invested

Capital invested by funds: $150M → $107M (-$43M)

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
-12
Holders Change %
-14.63%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
25
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.9M -$331K -5,544 -2%
Bank of America
2
Bank of America
North Carolina
$9.31M -$2.84M -47,657 -22%
Morgan Stanley
3
Morgan Stanley
New York
$8.98M -$1.44M -24,199 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.09M +$2.06M +34,489 +44%
CAG
5
Csenge Advisory Group
Florida
$5.15M +$64.9K +1,089 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.59M +$242K +4,066 +5%
RJA
7
Raymond James & Associates
Florida
$4.13M -$57.7K -968 -1%
AI
8
Atria Investments
North Carolina
$3.33M +$452K +7,584 +14%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.33M +$792K +13,283 +28%
MI
10
Moneywise Inc
Virginia
$3.23M -$43.7K -733 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.12M +$904K +15,161 +36%
Wells Fargo
12
Wells Fargo
California
$3.1M -$1.33M -22,228 -28%
UBS Group
13
UBS Group
Switzerland
$2.92M -$468K -7,853 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.67M +$2.07M +34,672 +238%
MA
15
MONECO Advisors
Connecticut
$2.56M -$220K -3,683 -7%
IA
16
IFP Advisors
Florida
$2.4M
KWM
17
Kingsview Wealth Management
Oregon
$1.94M +$414K +6,941 +24%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.93M +$289K +4,851 +16%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.77M +$415K +6,967 +27%
BFC
20
Bedel Financial Consulting
Indiana
$1.59M +$1.75M +29,309 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$1.56M +$24.2K +405 +1%
TRCT
22
Tower Research Capital (TRC)
New York
$1.22M +$764K +12,816 +131%
MIM
23
MTM Investment Management
South Carolina
$1.11M
SPIA
24
Steward Partners Investment Advisory
New York
$1.04M -$814K -13,648 -41%
Stifel Financial
25
Stifel Financial
Missouri
$984K -$336K -5,626 -24%