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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

125 hedge funds and large institutions have $584M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
1.98%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
45
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71M
2
Morgan Stanley
2
Morgan Stanley
New York
$74.4M
3
WWM
3
Western Wealth Management
Colorado
$14.2M
4
AWM
4
Avaii Wealth Management
Wisconsin
$4.94M
5
IA
5
IFP Advisors
Florida
$2.17M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$69.4M
2
HWM
2
Holloway Wealth Management
Florida
$6.12M
3
AIA
3
Arrow Investment Advisors
Maryland
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.39M
5
FHC
5
First Heartland Consultants
Missouri
$710K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFG Advisory
Georgia
$4.28M +$120K +1,310 +3%
BCM
27
Breiter Capital Management
Florida
$4.21M +$763K +8,336 +22%
RGF
28
Retirement Guys Formula
Ohio
$4.06M -$220K -2,406 -5%
SWP
29
Stratos Wealth Partners
Ohio
$3.82M -$1.27M -13,843 -25%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.78M -$53.3K -582 -1%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.74M +$193K +2,365 +5%
AWS
32
Atria Wealth Solutions
New York
$3.48M +$3.48M +38,002 New
MIM
33
MTM Investment Management
South Carolina
$2.87M +$818K +8,937 +40%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$2.8M +$57.7K +630 +2%
Stifel Financial
35
Stifel Financial
Missouri
$2.74M -$428K -4,671 -13%
Truist Financial
36
Truist Financial
North Carolina
$2.74M -$787K -8,596 -22%
CAN
37
Cetera Advisor Networks
California
$2.59M +$445K +4,857 +21%
Citadel Advisors
38
Citadel Advisors
Florida
$2.49M -$852K -9,300 -26%
AF
39
Allworth Financial
California
$2.41M -$58.6K -640 -2%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.4M +$1.13M +12,358 +89%
IA
41
IFP Advisors
Florida
$2.17M +$2.15M +32,983 +14,095%
PIA
42
Perennial Investment Advisors
California
$1.99M +$53.8K +590 +3%
OIA
43
OneDigital Investment Advisors
Kansas
$1.84M +$143K +1,563 +8%
LI
44
LVZ Inc
Michigan
$1.82M -$70.7K -772 -4%
FAIM
45
Financial Advocates Investment Management
Washington
$1.6M +$318K +3,474 +25%
TCM
46
Triumph Capital Management
Colorado
$1.45M -$113K -1,235 -7%
AWA
47
Arkadios Wealth Advisors
Georgia
$1.44M +$81.4K +889 +6%
FWM
48
Frontier Wealth Management
Missouri
$1.29M -$1.06M -12,045 -45%
NFG
49
Nations Financial Group
Iowa
$1.28M -$4.58K -50 -0.4%
FTUS
50
Flow Traders U.S.
New York
$1.23M +$898K +9,803 +270%
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