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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

72 hedge funds and large institutions have $114M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
23
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$8.68M
2
EH
2
Equitable Holdings
New York
$1.49M
3
LPL Financial
3
LPL Financial
California
$17.7M
4
IA
4
IFP Advisors
Florida
$2.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.56M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$622K
2
UBS Group
2
UBS Group
Switzerland
$1.47M
3
Bank of America
3
Bank of America
North Carolina
$8.11M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.29M
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$17.7M 328,366 +16,065 +5%
Morgan Stanley
2
Morgan Stanley
New York
$8.97M 166,422 +641 +0.4%
JAWM
3
J. Arnold Wealth Management
Ohio
$8.68M 161,111 +161,111 New
Bank of America
4
Bank of America
North Carolina
$8.11M 150,398 -21,438 -12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.48M 120,158 +7,655 +7%
CAG
6
Csenge Advisory Group
Florida
$5.08M 94,215 -948 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M 88,379 +3,703 +4%
RJA
8
Raymond James & Associates
Florida
$4.04M 74,880 -1,306 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.76M 69,672 +8,216 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.56M 66,065 +8,419 +15%
AI
11
Atria Investments
North Carolina
$3.42M 63,366 +1,818 +3%
MI
12
Moneywise Inc
Virginia
$3.19M 59,274 -299 -0.5%
IA
13
IFP Advisors
Florida
$2.86M 56,140 +9,509 +20%
Wells Fargo
14
Wells Fargo
California
$2.67M 49,550 -7,662 -13%
MA
15
MONECO Advisors
Connecticut
$2.65M 49,187 +1,841 +4%
KWM
16
Kingsview Wealth Management
Oregon
$1.93M 35,771 -118 -0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.85M 34,299 +1,669 +5%
BFC
18
Bedel Financial Consulting
Indiana
$1.84M 32,131 +2,822 +10%
EH
19
Equitable Holdings
New York
$1.49M 27,627 +16,385 +146%
UBS Group
20
UBS Group
Switzerland
$1.47M 27,260 -26,574 -49%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$1.3M 24,039 -4,747 -16%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.29M 23,917 -11,712 -33%
MIM
23
MTM Investment Management
South Carolina
$1.09M 20,158 -224 -1%
SPIA
24
Steward Partners Investment Advisory
New York
$1.01M 18,788 -478 -2%
KAS
25
Kestra Advisory Services
Texas
$921K 17,099 +1,507 +10%
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