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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

121 hedge funds and large institutions have $458M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
11
Increased
44
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAAG
1
Wealth Alliance Advisory Group
Kansas
$7.4M
2
LPL Financial
2
LPL Financial
California
$51.3M
3
UBS Group
3
UBS Group
Switzerland
$17.1M
4
KAS
4
Kestra Advisory Services
Texas
$6.48M
5
RJA
5
Raymond James & Associates
Florida
$14.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.7M
2
Wells Fargo
2
Wells Fargo
California
$41.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$54.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$780K
Name Market Value Shares Shares
Change 		Shares
Change %
RGF
26
Retirement Guys Formula
Ohio
$3.54M 48,661 +977 +2%
IA
27
IFG Advisory
Georgia
$3.51M 48,222 -1,077 -2%
Stifel Financial
28
Stifel Financial
Missouri
$3.46M 47,618 +8,710 +22%
AWM
29
Avaii Wealth Management
Wisconsin
$3.34M 45,937 -10,036 -18%
AWAG
30
ARS Wealth Advisors Group
Florida
$3.08M 42,303 -18,716 -31%
MIM
31
MTM Investment Management
South Carolina
$2.69M 36,961 +1,230 +3%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.59M 35,555 +4,215 +13%
AWS
33
Atria Wealth Solutions
New York
$2.58M 35,505 -150 -0.4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.46M 33,807 -1,254 -4%
CAN
35
Cetera Advisor Networks
California
$2.4M 33,013 +191 +0.6%
USCWA
36
U.S. Capital Wealth Advisors
Texas
$2.23M 30,615 +250 +0.8%
IA
37
IFP Advisors
Florida
$2.21M 33,908 +691 +2%
SOS
38
Silver Oak Securities
Tennessee
$2.2M 27,241 +13,208 +94%
PIA
39
Perennial Investment Advisors
California
$1.9M 26,055 +2,989 +13%
Truist Financial
40
Truist Financial
North Carolina
$1.82M 24,963 +580 +2%
OIA
41
OneDigital Investment Advisors
Kansas
$1.76M 24,225 +1,179 +5%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.64M 22,505 +5,602 +33%
MA
43
MONECO Advisors
Connecticut
$1.62M 22,322 +2,546 +13%
LI
44
LVZ Inc
Michigan
$1.59M 21,918 +1,438 +7%
FAIM
45
Financial Advocates Investment Management
Washington
$1.46M 20,393 +6,940 +52%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.19M 16,324 -455 -3%
CA
47
Cetera Advisors
Colorado
$1.15M 15,744 +1,312 +9%
NFG
48
Nations Financial Group
Iowa
$1.04M 14,229 – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$966K 13,284 +13,284 New
VCM
50
Virtue Capital Management
Tennessee
$804K 11,058 -120 -1%
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