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First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

78 hedge funds and large institutions have $168M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.34M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.75M
3
Wells Fargo
3
Wells Fargo
California
$10.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$586K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$17.8M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.49M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.2M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$31M 470,730 +7,033 +2%
First Trust Advisors
2
First Trust Advisors
Illinois
$17.8M 270,768 -40,154 -13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.2M 170,428 -7,070 -4%
Morgan Stanley
4
Morgan Stanley
New York
$11M 167,598 +9,027 +6%
Wells Fargo
5
Wells Fargo
California
$10.7M 162,889 +12,729 +8%
Bank of America
6
Bank of America
North Carolina
$7.43M 112,778 +359 +0.3%
IA
7
IFP Advisors
Florida
$7.26M 110,200 -4,832 -4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.75M 87,270 +1,715 +2%
CIA
9
Concurrent Investment Advisors
Florida
$5.24M 79,573 +808 +1%
KWM
10
Kingsview Wealth Management
Oregon
$4.12M 62,532 +461 +0.7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.03M 61,088 +674 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.75M 56,902 +20,158 +55%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$3.46M 52,550 +99 +0.2%
RJA
14
Raymond James & Associates
Florida
$3.4M 51,568 -255 -0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.32M 50,412 +684 +1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$3.31M 50,234 -1,155 -2%
BFC
17
Bedel Financial Consulting
Indiana
$3.22M 48,839 +2,141 +5%
MI
18
Moneywise Inc
Virginia
$2.76M 41,873 -3,916 -9%
EH
19
Equitable Holdings
New York
$2.5M 37,897 +1,100 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.34M 35,453 +35,453 New
UBS Group
21
UBS Group
Switzerland
$2.28M 34,593 +2,877 +9%
Stifel Financial
22
Stifel Financial
Missouri
$1.58M 24,030 +421 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.49M 22,676 -7,436 -25%
US Bancorp
24
US Bancorp
Minnesota
$1.42M 21,542 +114 +0.5%
MA
25
MONECO Advisors
Connecticut
$1.41M 21,446 -5,026 -19%
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