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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

127 hedge funds and large institutions have $491M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
45
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$48.6M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$4.68M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$50.2M
2
KAS
2
Kestra Advisory Services
Texas
$5.23M
3
SWP
3
Stratos Wealth Partners
Ohio
$506K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
TCM
5
Triumph Capital Management
Colorado
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$4.01M 52,284 +4,957 +10%
IA
27
IFG Advisory
Georgia
$3.78M 49,299 +2,546 +5%
RGF
28
Retirement Guys Formula
Ohio
$3.66M 47,684 +3,304 +7%
Stifel Financial
29
Stifel Financial
Missouri
$2.98M 38,908 +8,977 +30%
MIM
30
MTM Investment Management
South Carolina
$2.78M 35,731 +4,387 +14%
AWS
31
Atria Wealth Solutions
New York
$2.73M 35,655 -2,347 -6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.69M 35,061 -6,170 -15%
CAN
33
Cetera Advisor Networks
California
$2.52M 32,822 +4,555 +16%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.4M 31,340 +5,058 +19%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$2.33M 30,365 -205 -0.7%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.3M 30,009 +22,892 +322%
Citadel Advisors
37
Citadel Advisors
Florida
$2.24M 29,157 +2,017 +7%
IA
38
IFP Advisors
Florida
$2.17M 33,217 – –
AF
39
Allworth Financial
California
$2M 26,069 -213 -0.8%
TRCT
40
Tower Research Capital (TRC)
New York
$1.92M 25,110 +18,006 +253%
Truist Financial
41
Truist Financial
North Carolina
$1.87M 24,383 -5,538 -19%
PIA
42
Perennial Investment Advisors
California
$1.77M 23,066 +1,223 +6%
OIA
43
OneDigital Investment Advisors
Kansas
$1.77M 23,046 +3,002 +15%
LI
44
LVZ Inc
Michigan
$1.57M 20,480 +638 +3%
MA
45
MONECO Advisors
Connecticut
$1.52M 19,776 +13,764 +229%
AWA
46
Arkadios Wealth Advisors
Georgia
$1.3M 16,903 +1,189 +8%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.29M 16,779 +3,367 +25%
SOS
48
Silver Oak Securities
Tennessee
$1.14M 14,033 +7,123 +103%
FWM
49
Frontier Wealth Management
Missouri
$1.11M 14,483 -239 -2%
CA
50
Cetera Advisors
Colorado
$1.11M 14,432 +5,853 +68%
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