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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

127 hedge funds and large institutions have $490M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
52
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$60.2M
2
FTUS
2
Flow Traders U.S.
New York
$2.37M
3
BAM
3
Belpointe Asset Management
Nevada
$1.73M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.49M
5
UBS Group
5
UBS Group
Switzerland
$19.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.7M
2
WWM
2
Western Wealth Management
Colorado
$6.14M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.28M
4
RGF
4
Retirement Guys Formula
Ohio
$2.37M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$4.28M 54,609 -609 -1%
AWM
27
Avaii Wealth Management
Wisconsin
$3.65M 46,534 +597 +1%
PSCM
28
Per Stirling Capital Management
Texas
$3.33M 42,413 +42,413 New
CAN
29
Cetera Advisor Networks
California
$3.09M 39,393 +6,380 +19%
MIM
30
MTM Investment Management
South Carolina
$2.97M 37,869 +908 +2%
MFG
31
Mainsail Financial Group
Washington
$2.77M 33,900 +33,900 New
HighTower Advisors
32
HighTower Advisors
Illinois
$2.72M 34,651 -904 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.67M 34,084 +277 +0.8%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$2.67M 34,065 +3,450 +11%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.49M 31,778 +21,049 +196%
RGF
36
Retirement Guys Formula
Ohio
$2.37M 30,215 -18,446 -38%
FTUS
37
Flow Traders U.S.
New York
$2.37M 30,187 +22,912 +315%
IA
38
IFP Advisors
Florida
$2.34M 35,781 +1,873 +6%
AWA
39
Arkadios Wealth Advisors
Georgia
$2.15M 27,389 +4,884 +22%
AWS
40
Atria Wealth Solutions
New York
$2.05M 26,144 -9,361 -26%
AWAG
41
ARS Wealth Advisors Group
Florida
$2.01M 25,649 -16,654 -39%
PIA
42
Perennial Investment Advisors
California
$1.99M 25,349 -706 -3%
OIA
43
OneDigital Investment Advisors
Kansas
$1.87M 23,827 -398 -2%
LI
44
LVZ Inc
Michigan
$1.85M 23,544 +1,626 +7%
FAIM
45
Financial Advocates Investment Management
Washington
$1.78M 22,719 +2,326 +11%
Truist Financial
46
Truist Financial
North Carolina
$1.73M 22,050 -2,913 -12%
BAM
47
Belpointe Asset Management
Nevada
$1.73M 22,049 +22,049 New
MA
48
MONECO Advisors
Connecticut
$1.6M 20,425 -1,897 -8%
CA
49
Cetera Advisors
Colorado
$1.55M 19,784 +4,040 +26%
CAS
50
Coppell Advisory Solutions
Texas
$1.46M 18,626 +18,626 New
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