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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

77 hedge funds and large institutions have $167M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.62M
3
Wells Fargo
3
Wells Fargo
California
$9.86M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.97M
3
Bank of America
3
Bank of America
North Carolina
$7.39M
4
Millennium Management
4
Millennium Management
New York
$0
5
MA
5
MONECO Advisors
Connecticut
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$30.5M 463,697 +5,803 +1%
First Trust Advisors
2
First Trust Advisors
Illinois
$20.4M 310,922 +310,922 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M 177,498 +48,893 +38%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M 158,571 -172,691 -52%
Wells Fargo
5
Wells Fargo
California
$9.86M 150,160 +61,616 +70%
IA
6
IFP Advisors
Florida
$7.56M 115,032 -4,655 -4%
Bank of America
7
Bank of America
North Carolina
$7.39M 112,419 -28,296 -20%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.62M 85,555 +68,168 +392%
CIA
9
Concurrent Investment Advisors
Florida
$5.17M 78,765 -4,099 -5%
KWM
10
Kingsview Wealth Management
Oregon
$4.08M 62,071 +5,389 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.97M 60,414 -87,484 -59%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.45M 52,451 -596 -1%
RJA
13
Raymond James & Associates
Florida
$3.4M 51,823 -1,260 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.38M 51,389 +2,799 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.27M 49,728 -1,034 -2%
BFC
16
Bedel Financial Consulting
Indiana
$3.07M 46,698 +1,612 +4%
MI
17
Moneywise Inc
Virginia
$3.01M 45,789 -5,169 -10%
EH
18
Equitable Holdings
New York
$2.42M 36,797 -975 -3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.41M 36,744 +36,744 New
UBS Group
20
UBS Group
Switzerland
$2.08M 31,716 -157 -0.5%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.98M 30,112 -2,024 -6%
MA
22
MONECO Advisors
Connecticut
$1.74M 26,472 -10,194 -28%
Stifel Financial
23
Stifel Financial
Missouri
$1.55M 23,609 -1,688 -7%
US Bancorp
24
US Bancorp
Minnesota
$1.41M 21,428 +1,648 +8%
HA
25
HFG Advisors
Ohio
$1.3M 19,755 +1,488 +8%
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