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First Trust Small Cap Growth AlphaDEX Fund

109 hedge funds and large institutions have $341M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
49
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.1M 724,320 +531,585 +276%
LPL Financial
2
LPL Financial
California
$44.4M 573,829 +37,716 +7%
Wells Fargo
3
Wells Fargo
California
$31.8M 410,264 +154,103 +60%
First Trust Advisors
4
First Trust Advisors
Illinois
$19.4M 250,691 -1,742 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$10.4M 134,427 +134,427 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M 132,240 -1,674 -1%
Bank of America
7
Bank of America
North Carolina
$10.2M 132,219 +3,572 +3%
EA
8
Eclectic Associates
California
$9.93M 128,192 +122,030 +1,980%
NWWA
9
New Wave Wealth Advisors
Arkansas
$9.46M 122,226 +26,383 +28%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$8.5M 109,730 +23,878 +28%
BAS
11
Brueske Advisory Services
Washington
$8.29M 107,001 +107,001 New
IA
12
IFP Advisors
Florida
$7.04M 90,909 -2,127 -2%
KWM
13
Kingsview Wealth Management
Oregon
$6.65M 85,895 -10,016 -10%
CIA
14
Concurrent Investment Advisors
Florida
$6.62M 85,463 +6,141 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.56M 84,686 -1,874 -2%
Goldman Sachs
16
Goldman Sachs
New York
$6.25M 80,721 +80,721 New
IAA
17
Independent Advisor Alliance
North Carolina
$6.23M 80,454 +80,454 New
MIM
18
Marshall Investment Management
Colorado
$4.93M 66,330 +66,330 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.67M 60,311 +6,775 +13%
BFC
20
Bedel Financial Consulting
Indiana
$4.32M 53,636 +2,661 +5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$4.1M 52,961 +2,421 +5%
Stifel Financial
22
Stifel Financial
Missouri
$4.04M 52,126 +1,519 +3%
FIS
23
Fischer Investment Strategies
California
$3.95M 51,020 +51,020 New
RIS
24
Richmond Investment Services
Wisconsin
$3.56M 45,997 +45,997 New
BEI
25
Benjamin Edwards Inc
Missouri
$3.45M 44,440 -2,941 -6%