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First Trust Small Cap Core AlphaDEX Fund

117 hedge funds and large institutions have $573M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
49
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$4.29M +$4.29M +46,892 New
Truist Financial
27
Truist Financial
North Carolina
$4.19M +$246K +2,682 +6%
DADC
28
D.A. Davidson & Co
Montana
$4.11M +$91.3K +997 +2%
PNC
29
Park National Corp
Ohio
$4.03M +$188K +2,058 +5%
IA
30
IFG Advisory
Georgia
$3.98M +$169K +1,843 +4%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.94M +$46K +457 +1%
FHC
32
First Heartland Consultants
Missouri
$3.72M +$3.72M +40,579 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.49M +$754K +8,241 +28%
LA
34
LexAurum Advisors
Kansas
$3.27M +$9.61K +105 +0.3%
Stifel Financial
35
Stifel Financial
Missouri
$3.22M +$561K +6,129 +21%
DWA
36
Dorsey Wright & Associates
California
$2.84M -$21.1K -230 -0.7%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$2.59M +$2.59M +28,300 New
FWM
38
Frontier Wealth Management
Missouri
$2.45M -$10.9K -119 -0.4%
SPC
39
Sigma Planning Corp
Michigan
$2.08M -$1.35M -14,779 -39%
CAN
40
Cetera Advisor Networks
California
$2.04M +$361K +3,940 +22%
HI
41
Harbour Investments
Wisconsin
$2M +$15.7K +171 +0.8%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.86M +$1.36M +14,915 +277%
LI
43
LVZ Inc
Michigan
$1.71M -$16.2K -177 -0.9%
HIS
44
Harvest Investment Services
Illinois
$1.65M -$590K -6,444 -26%
PIA
45
Perennial Investment Advisors
California
$1.58M +$359K +3,938 +29%
OIA
46
OneDigital Investment Advisors
Kansas
$1.53M +$133K +1,448 +9%
MIM
47
MTM Investment Management
South Carolina
$1.48M +$32.8K +358 +2%
GWM
48
Geneos Wealth Management
Colorado
$1.43M +$183K +1,975 +15%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.34M -$347K -3,791 -21%
NFG
50
Nations Financial Group
Iowa
$1.29M