FYX icon

First Trust Small Cap Core AlphaDEX Fund

69 hedge funds and large institutions have $196M invested in First Trust Small Cap Core AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$1.06M +$1.06M +23,117 New
CAN
27
Cetera Advisor Networks
California
$1M +$81.9K +1,770 +9%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$911K +$1.29K +28 +0.1%
VKH
29
Virtu KCG Holdings
New York
$884K -$261K -5,663 -23%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$793K +$17.7K +386 +2%
First Trust Advisors
31
First Trust Advisors
Illinois
$767K +$18.1K +394 +2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$726K -$26.5K -576 -4%
FWM
33
Frontier Wealth Management
Missouri
$711K
UR
34
USCA RIA
Texas
$649K +$68.6K +1,490 +12%
AG
35
Advisor Group
Arizona
$645K +$645K +14,058 New
BTS
36
BB&T Securities
Virginia
$638K -$57.8K -1,257 -8%
VFS
37
VSR Financial Services
Kansas
$597K +$25.2K +548 +4%
DADC
38
D.A. Davidson & Co
Montana
$565K +$144K +3,123 +34%
ICAS
39
Investors Capital Advisory Services
Massachusetts
$504K +$64.6K +1,405 +15%
AI
40
Atria Investments
North Carolina
$500K +$2.98K +64 +0.6%
SI
41
Stephens Inc
Arkansas
$478K +$478K +10,393 New
GS
42
Girard Securities
California
$432K -$8.2K -179 -2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$420K +$138 +3 +0%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$387K -$14.6K -318 -4%
BW
45
Bison Wealth
Georgia
$330K -$71.1K -1,544 -18%
IA
46
IFP Advisors
Florida
$327K +$228K +4,951 +230%
LPT
47
Legacy Private Trust
Wisconsin
$317K -$484K -10,501 -60%
SF
48
Synovus Financial
Georgia
$307K +$34.9K +758 +13%
LWAC
49
Laurel Wealth Advisors (California)
California
$261K -$24.7K -537 -9%
MFS
50
MSI Financial Services
Massachusetts
$258K +$78.3K +1,705 +44%