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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.

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 Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$16.9M 312,301 -5,544 -2%
Bank of America
2
Bank of America
North Carolina
$9.31M 171,836 -47,657 -22%
Morgan Stanley
3
Morgan Stanley
New York
$8.98M 165,781 -24,199 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.09M 112,503 +34,489 +44%
CAG
5
Csenge Advisory Group
Florida
$5.15M 95,163 +1,089 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.59M 84,676 +4,066 +5%
RJA
7
Raymond James & Associates
Florida
$4.13M 76,186 -968 -1%
AI
8
Atria Investments
North Carolina
$3.33M 61,548 +7,584 +14%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.33M 61,456 +13,283 +28%
MI
10
Moneywise Inc
Virginia
$3.23M 59,573 -733 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.12M 57,646 +15,161 +36%
Wells Fargo
12
Wells Fargo
California
$3.1M 57,212 -22,228 -28%
UBS Group
13
UBS Group
Switzerland
$2.92M 53,834 -7,853 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.67M 49,216 +34,672 +238%
MA
15
MONECO Advisors
Connecticut
$2.56M 47,346 -3,683 -7%
IA
16
IFP Advisors
Florida
$2.4M 46,631
KWM
17
Kingsview Wealth Management
Oregon
$1.94M 35,889 +6,941 +24%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.93M 35,629 +4,851 +16%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.77M 32,630 +6,967 +27%
BFC
20
Bedel Financial Consulting
Indiana
$1.59M 29,309 +29,309 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$1.56M 28,786 +405 +1%
TRCT
22
Tower Research Capital (TRC)
New York
$1.22M 22,600 +12,816 +131%
MIM
23
MTM Investment Management
South Carolina
$1.12M 20,382
SPIA
24
Steward Partners Investment Advisory
New York
$1.04M 19,266 -13,648 -41%
Stifel Financial
25
Stifel Financial
Missouri
$984K 18,165 -5,626 -24%