FYC icon

First Trust Small Cap Growth AlphaDEX Fund

87 hedge funds and large institutions have $221M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
35
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$39.9M 536,113 +65,383 +14%
Wells Fargo
2
Wells Fargo
California
$19.1M 256,161 +93,272 +57%
First Trust Advisors
3
First Trust Advisors
Illinois
$18.8M 252,433 -18,335 -7%
Morgan Stanley
4
Morgan Stanley
New York
$14.3M 192,735 +25,137 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.96M 133,914 -36,514 -21%
Bank of America
6
Bank of America
North Carolina
$9.57M 128,647 +15,869 +14%
KWM
7
Kingsview Wealth Management
Oregon
$7.13M 95,911 +33,379 +53%
NWWA
8
New Wave Wealth Advisors
Arkansas
$7.13M 95,843 +95,843 New
HOWA
9
Heritage Oak Wealth Advisors
Florida
$7.13M 95,843 +95,843 New
IA
10
IFP Advisors
Florida
$6.92M 93,036 -17,164 -16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.44M 86,560 -710 -0.8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.38M 85,852 +28,950 +51%
CIA
13
Concurrent Investment Advisors
Florida
$5.9M 79,322 -251 -0.3%
RJA
14
Raymond James & Associates
Florida
$5.84M 78,513 +26,945 +52%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.59M 61,732 +644 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.98M 53,536 +3,124 +6%
BFC
17
Bedel Financial Consulting
Indiana
$3.79M 50,975 +2,136 +4%
Stifel Financial
18
Stifel Financial
Missouri
$3.76M 50,607 +26,577 +111%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$3.76M 50,540 +306 +0.6%
BEI
20
Benjamin Edwards Inc
Missouri
$3.53M 47,381 +47,381 New
MI
21
Moneywise Inc
Virginia
$2.87M 38,594 -3,279 -8%
EH
22
Equitable Holdings
New York
$2.6M 35,022 -2,875 -8%
UBS Group
23
UBS Group
Switzerland
$2.55M 34,265 -328 -0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.69M 22,770 +94 +0.4%
US Bancorp
25
US Bancorp
Minnesota
$1.66M 22,212 +670 +3%