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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 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.71M
2
LPL Financial
2
LPL Financial
California
$21.1M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.49M
4
IWP
4
IAG Wealth Partners
Wisconsin
$1.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.64M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$144K
2
AI
2
Atria Investments
North Carolina
$0
3
CAG
3
Csenge Advisory Group
Florida
$4.29M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.24M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$21.1M 381,240 +52,874 +16%
Morgan Stanley
2
Morgan Stanley
New York
$9.18M 166,025 -397 -0.2%
Bank of America
3
Bank of America
North Carolina
$7.73M 139,885 -10,513 -7%
Wells Fargo
4
Wells Fargo
California
$7.71M 139,548 +89,998 +182%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.64M 138,291 +18,133 +15%
CAG
6
Csenge Advisory Group
Florida
$4.29M 77,565 -16,650 -18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.24M 76,727 -11,652 -13%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$3.78M 68,387 -1,285 -2%
RJA
9
Raymond James & Associates
Florida
$3.65M 66,086 -8,794 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.63M 65,744 -321 -0.5%
IA
11
IFP Advisors
Florida
$3.47M 69,606 +13,466 +24%
MI
12
Moneywise Inc
Virginia
$3.19M 57,623 -1,651 -3%
MA
13
MONECO Advisors
Connecticut
$2.71M 48,960 -227 -0.5%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$2.49M 44,999 +20,960 +87%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.45M 44,389 +10,090 +29%
BFC
16
Bedel Financial Consulting
Indiana
$2.17M 39,309 +7,178 +22%
KWM
17
Kingsview Wealth Management
Oregon
$2.06M 37,313 +1,542 +4%
EH
18
Equitable Holdings
New York
$1.97M 35,562 +7,935 +29%
UBS Group
19
UBS Group
Switzerland
$1.67M 30,126 +2,866 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.24M 22,480 -1,437 -6%
IWP
21
IAG Wealth Partners
Wisconsin
$1.08M 19,474 +18,794 +2,764%
MIM
22
MTM Investment Management
South Carolina
$1.07M 19,303 -855 -4%
SPIA
23
Steward Partners Investment Advisory
New York
$1.04M 18,788 – –
KAS
24
Kestra Advisory Services
Texas
$1.02M 18,513 +1,414 +8%
US Bancorp
25
US Bancorp
Minnesota
$992K 17,942 +17,942 New
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