FYX icon

First Trust Small Cap Core AlphaDEX Fund

78 hedge funds and large institutions have $263M invested in First Trust Small Cap Core AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
39
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.46M +$167K +3,063 +13%
PNC
27
Park National Corp
Ohio
$1.33M +$103K +1,890 +8%
CCA
28
Clearwater Capital Advisors
Illinois
$1.31M +$55.1K +1,044 +4%
CAN
29
Cetera Advisor Networks
California
$1.19M +$27.2K +499 +2%
US Bancorp
30
US Bancorp
Minnesota
$1.14M +$163K +2,999 +17%
AG
31
Advisor Group
Arizona
$1.13M +$222K +4,066 +24%
FAAS
32
First Allied Advisory Services
California
$996K -$730K -13,411 -42%
DADC
33
D.A. Davidson & Co
Montana
$995K +$42.2K +776 +4%
SG Americas Securities
34
SG Americas Securities
New York
$937K -$2.92M -53,757 -76%
IH
35
IFC Holdings
Florida
$912K +$912K +16,656 New
HighTower Advisors
36
HighTower Advisors
Illinois
$909K +$124K +2,285 +16%
UR
37
USCA RIA
Texas
$835K -$21.8K -400 -3%
CWM
38
Cornerstone Wealth Management
Missouri
$828K +$49.2K +927 +6%
FWM
39
Frontier Wealth Management
Missouri
$731K -$109K -2,009 -13%
CS
40
Comerica Securities
Michigan
$723K +$723K +13,294 New
GS
41
Girard Securities
California
$719K +$117K +2,147 +19%
MML Investors Services
42
MML Investors Services
Massachusetts
$716K +$716K +13,162 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$702K +$58.7K +1,078 +9%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$652K -$46K -843 -7%
NWM
45
Northwest Wealth Management
Iowa
$626K
First Trust Advisors
46
First Trust Advisors
Illinois
$621K -$81.6K -1,499 -12%
FFEC
47
First Financial Equity Corporation
Arizona
$552K +$552K +10,292 New
SF
48
Synovus Financial
Georgia
$455K
BW
49
Bison Wealth
Georgia
$403K +$54 +1 +0%
IWM
50
Integrated Wealth Management
California
$397K +$45.3K +831 +13%