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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

86 hedge funds and large institutions have $267M invested in First Trust Small Cap Core AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M
3
CS
Credit Suisse
Switzerland
+$1.35M
4
Bank of America
Bank of America
North Carolina
+$1.29M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.71M
2
Wells Fargo
Wells Fargo
California
-$6.08M
3
PFA
Pinnacle Family Advisors
Missouri
-$5.77M
4
CG
Colony Group
Massachusetts
-$3.44M
5
FAAS
First Allied Advisory Services
California
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.57M -$193K -3,190 -11%
PNC
27
Park National Corp
Ohio
$1.46M -$55.6K -923 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.45M +$1.18M +19,539 +424%
WI
29
Wintrust Investments
Illinois
$1.45M +$53K +881 +4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.36M +$1.36M +22,638 New
CS
31
Credit Suisse
Switzerland
$1.35M +$1.35M +22,440 New
UR
32
USCA RIA
Texas
$1.05M +$27.9K +463 +3%
FWM
33
Frontier Wealth Management
Missouri
$1.02M +$319K +5,290 +46%
CS
34
Comerica Securities
Michigan
$981K -$18.7K -310 -2%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$952K +$178K +2,961 +23%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$875K +$12.8K +213 +1%
SCA
37
Snowden Capital Advisors
New York
$853K +$342K +5,680 +67%
NWM
38
Northwest Wealth Management
Iowa
$761K +$22.4K +372 +3%
IA
39
IFP Advisors
Florida
$691K – – –
CPIG
40
Chicago Partners Investment Group
Illinois
$608K +$26.3K +437 +5%
CWS
41
Cypress Wealth Services
California
$586K +$67.6K +1,123 +13%
WS
42
Wedbush Securities
California
$569K -$90.4K -1,502 -14%
SPIA
43
Steward Partners Investment Advisory
New York
$534K +$31.6K +525 +6%
First Trust Advisors
44
First Trust Advisors
Illinois
$519K -$55.8K -926 -10%
CP
45
Camelot Portfolios
Ohio
$459K +$459K +7,628 New
BW
46
Bison Wealth
Georgia
$379K +$9.21K +153 +2%
LWAC
47
Laurel Wealth Advisors (California)
California
$367K +$120 +2 +0%
SG
48
StoneX Group
New York
$353K +$153K +2,532 +76%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$322K +$17.3K +287 +6%
SWP
50
Stratos Wealth Partners
Ohio
$298K -$12.5K -208 -4%
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