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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

71 hedge funds and large institutions have $125M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.88M
4
IA
4
IFP Advisors
Florida
$4.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.12M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$565K
2
Wells Fargo
2
Wells Fargo
California
$6.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
BAM
4
Belpointe Asset Management
Nevada
$370K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.8M 393,908 +12,668 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.4M 213,758 +75,467 +55%
Morgan Stanley
3
Morgan Stanley
New York
$12.2M 210,939 +44,914 +27%
Bank of America
4
Bank of America
North Carolina
$8.06M 139,397 -488 -0.3%
Wells Fargo
5
Wells Fargo
California
$6.8M 117,605 -21,943 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.88M 101,611 +24,884 +32%
IA
7
IFP Advisors
Florida
$4.66M 97,100 +27,494 +39%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$3.75M 64,762 -3,625 -5%
RJA
9
Raymond James & Associates
Florida
$3.62M 62,560 -3,526 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.6M 62,144 -3,600 -5%
MI
11
Moneywise Inc
Virginia
$3.4M 58,762 +1,139 +2%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.35M 57,903 +12,904 +29%
MA
13
MONECO Advisors
Connecticut
$2.8M 48,454 -506 -1%
BFC
14
Bedel Financial Consulting
Indiana
$2.51M 43,376 +4,067 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.47M 42,791 -1,598 -4%
KWM
16
Kingsview Wealth Management
Oregon
$2.26M 39,060 +1,747 +5%
EH
17
Equitable Holdings
New York
$2.13M 36,812 +1,250 +4%
IWP
18
IAG Wealth Partners
Wisconsin
$1.84M 31,865 +12,391 +64%
UBS Group
19
UBS Group
Switzerland
$1.56M 26,963 -3,163 -10%
Citadel Advisors
20
Citadel Advisors
Florida
$1.12M 19,434 +19,434 New
MIM
21
MTM Investment Management
South Carolina
$1.11M 19,209 -94 -0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.1M 18,980 -3,500 -16%
KAS
23
Kestra Advisory Services
Texas
$1.09M 18,825 +312 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$1.09M 18,789 +1 +0%
US Bancorp
25
US Bancorp
Minnesota
$1.08M 18,630 +688 +4%
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