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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

64 hedge funds and large institutions have $401M invested in First Trust Small Cap Core AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
36
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$18.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.51M
5
AGA
5
Accuvest Global Advisors
Utah
$5.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.78M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Jane Street
4
Jane Street
New York
$647K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$1.73M 34,194 +8,830 +35%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.39M 27,555 +5,705 +26%
PNC
28
Park National Corp
Ohio
$1.05M 20,705 +6,090 +42%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.05M 20,689 +1,948 +10%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.02M 20,101 -11,006 -35%
CAN
31
Cetera Advisor Networks
California
$920K 18,211 +672 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$753K 14,924 +6,307 +73%
FAAS
33
First Allied Advisory Services
California
$720K 14,229 -925 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$715K 14,133 +13,508 +2,161%
Jane Street
35
Jane Street
New York
$647K 12,792 -15,536 -55%
CS
36
Comerica Securities
Michigan
$567K 11,209 +11,209 New
UR
37
USCA RIA
Texas
$502K 9,931 +300 +3%
SG Americas Securities
38
SG Americas Securities
New York
$498K 9,849 -1,600 -14%
MAA
39
Managed Account Advisors
New Jersey
$456K 9,017 +9,017 New
SF
40
Synovus Financial
Georgia
$353K 6,985 – –
FHC
41
First Heartland Consultants
Missouri
$283K 5,606 +5,606 New
RJT
42
Raymond James Trust
Florida
$273K 5,411 -80 -1%
FWM
43
Frontier Wealth Management
Missouri
$257K 5,092 +5,092 New
SS
44
Simplicity Solutions
Minnesota
$227K 4,491 +4,491 New
OC
45
Oppenheimer & Co
New York
$209K 4,142 -256 -6%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$202K 4,000 +4,000 New
CPIG
47
Chicago Partners Investment Group
Illinois
$202K 4,121 +654 +19%
JIP
48
Jaffetilchin Investment Partners
Florida
$202K 4,000 +4,000 New
MFS
49
MSI Financial Services
Massachusetts
$163K 3,216 +592 +23%
RIA
50
Regal Investment Advisors
Michigan
$124K 2,458 +1 +0%
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