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First Trust Emerging Markets Small Cap AlphaDEX Fund

76 hedge funds and large institutions have $252M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
27
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$312K -$2.22M -58,536 -88%
GIA
52
Gladstone Institutional Advisory
Florida
$308K -$32.6K -847 -10%
SWP
53
Stratos Wealth Partners
Ohio
$286K +$14.7K +382 +5%
WI
54
Wintrust Investments
Illinois
$278K +$6.34K +165 +2%
WWM
55
Western Wealth Management
Colorado
$243K
LFAS
56
Level Four Advisory Services
Texas
$233K -$92K -2,392 -28%
PTC
57
Private Trust Company
Ohio
$218K +$43.8K +1,140 +25%
KAS
58
Kestra Advisory Services
Texas
$204K +$204K +5,310 New
MRCM
59
M&R Capital Management
New Jersey
$193K -$961 -25 -0.5%
SWM
60
Spire Wealth Management
Virginia
$190K -$11.9K -320 -6%
PB
61
Pinnacle Bancorp
Nebraska
$188K
PS
62
Principal Securities
Iowa
$168K +$168K +4,382 New
Comerica Bank
63
Comerica Bank
Texas
$139K +$61.3K +1,595 +79%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$84.9K +$1.54K +40 +2%
PIS
65
POM Investment Strategies
North Carolina
$71K +$71K +1,847 New
GRP
66
Global Retirement Partners
California
$64.3K
IGWM
67
ICA Group Wealth Management
Colorado
$60.1K +$60.1K +1,564 New
FFA
68
Farther Finance Advisors
California
$21.6K -$1.42K -37 -6%
FGAM
69
Financial Gravity Asset Management
Texas
$21.1K +$21.1K +550 New
HNB
70
Huntington National Bank
Ohio
$18.1K
HCP
71
Hexagon Capital Partners
Arkansas
$16K
NA
72
NewEdge Advisors
Louisiana
$10.7K -$11.6K -302 -52%
HI
73
Harbour Investments
Wisconsin
$8.44K
CPA
74
Clear Point Advisors
New York
$7.95K +$7.95K +207 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$3.85K -$692 -18 -15%