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First Trust Small Cap Core AlphaDEX Fund

124 hedge funds and large institutions have $612M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
54
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$4.44M -$900K -9,649 -17%
DADC
27
D.A. Davidson & Co
Montana
$4.09M +$278K +2,980 +7%
Truist Financial
28
Truist Financial
North Carolina
$4.02M +$808K +8,670 +25%
PNC
29
Park National Corp
Ohio
$3.91M +$386K +4,144 +11%
IA
30
IFG Advisory
Georgia
$3.88M +$91.2K +978 +2%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.5M +$48.3K +534 +1%
SPC
32
Sigma Planning Corp
Michigan
$3.49M +$36.8K +395 +1%
LA
33
LexAurum Advisors
Kansas
$3.32M -$156K -1,669 -4%
SMF
34
Sterling Manor Financial
New York
$3.27M -$703K -7,536 -18%
OMC
35
Old Mission Capital
Illinois
$3.15M +$3.15M +33,809 New
DWA
36
Dorsey Wright & Associates
California
$2.91M +$740K +7,936 +34%
PFA
37
Pinnacle Family Advisors
Missouri
$2.91M +$640K +6,860 +28%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.79M +$562K +6,029 +25%
Stifel Financial
39
Stifel Financial
Missouri
$2.71M +$172K +1,840 +7%
UR
40
USCA RIA
Texas
$2.51M -$30.8K -330 -1%
FWM
41
Frontier Wealth Management
Missouri
$2.51M -$15.2K -163 -0.6%
GIA
42
Gladstone Institutional Advisory
Florida
$2.39M +$2.18M +23,337 +1,040%
HIS
43
Harvest Investment Services
Illinois
$2.28M -$43.6K -468 -2%
HI
44
Harbour Investments
Wisconsin
$2.03M +$55.5K +595 +3%
LI
45
LVZ Inc
Michigan
$1.75M +$59.3K +636 +4%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1.72M -$15.5K -166 -0.9%
CAN
47
Cetera Advisor Networks
California
$1.71M +$167K +1,790 +11%
MIM
48
MTM Investment Management
South Carolina
$1.47M
OIA
49
OneDigital Investment Advisors
Kansas
$1.42M +$167K +1,795 +13%
NFG
50
Nations Financial Group
Iowa
$1.32M -$51.5K -552 -4%