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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

81 hedge funds and large institutions have $199M invested in First Trust Small Cap Core AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
81
Holders Change
-7
Holders Change %
-7.95%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$6.11M
2
RIA
2
Regal Investment Advisors
Michigan
$3.39M
3
RJA
3
Raymond James & Associates
Florida
$14.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.7M
5
OAM
5
Occidental Asset Management
California
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$30M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.71M
3
CS
3
Credit Suisse
Switzerland
$1.28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.61M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.08M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$1.28M 23,566 -15,087 -39%
CS
27
Credit Suisse
Switzerland
$1.28M 23,510 -93,082 -80%
Stifel Financial
28
Stifel Financial
Missouri
$1.14M 21,001 -4,049 -16%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.03M 18,918 -7,110 -27%
LI
30
LVZ Inc
Michigan
$1.01M 18,604 +2,014 +12%
CAN
31
Cetera Advisor Networks
California
$926K 17,059 -165 -1%
DADC
32
D.A. Davidson & Co
Montana
$911K 16,783 -40,880 -71%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$907K 16,707 -1,898 -10%
Truist Financial
34
Truist Financial
North Carolina
$824K 15,187 +47 +0.3%
NFG
35
Nations Financial Group
Iowa
$811K 14,931 -200 -1%
WS
36
Wedbush Securities
California
$781K 14,378 +475 +3%
APA
37
American Portfolios Advisors
New York
$778K 14,328 -169 -1%
CS
38
Comerica Securities
Michigan
$712K 13,121 +371 +3%
CP
39
Camelot Portfolios
Ohio
$679K 12,501 +443 +4%
CFD
40
Creative Financial Designs
Indiana
$646K 11,904 +1,173 +11%
CWS
41
Cypress Wealth Services
California
$631K 11,624 -1,833 -14%
HSA
42
HBK Sorce Advisory
Pennsylvania
$570K 10,499 -22 -0.2%
CBFP
43
Cedar Brook Financial Partners
Ohio
$482K 8,871 +375 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$409K 7,521 -7,048 -48%
First Trust Advisors
45
First Trust Advisors
Illinois
$343K 6,320 +1,000 +19%
CFGS
46
Concourse Financial Group Securities
Alabama
$327K 6,031 -608 -9%
CWA
47
Clarus Wealth Advisors
Arizona
$324K 6,108 -552 -8%
PAG
48
Private Advisor Group
New Jersey
$315K 5,795 +5,795 New
EW
49
Element Wealth
Mississippi
$298K 5,491 -52 -0.9%
SCA
50
Snowden Capital Advisors
New York
$292K 5,385 +494 +10%
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