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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

125 hedge funds and large institutions have $503M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
45
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.34M
2
Bank of America
2
Bank of America
North Carolina
$50.5M
3
DWP
3
Daymark Wealth Partners
Ohio
$2.54M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.6M
5
Wells Fargo
5
Wells Fargo
California
$46.9M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$642K
2
AWM
2
Avaii Wealth Management
Wisconsin
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
IA
4
IFP Advisors
Florida
$231K
5
Morgan Stanley
5
Morgan Stanley
New York
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$4.27M -$131K -1,624 -3%
PSCM
27
Per Stirling Capital Management
Texas
$3.52M +$106K +1,315 +3%
CAN
28
Cetera Advisor Networks
California
$3.41M +$236K +2,926 +7%
MIM
29
MTM Investment Management
South Carolina
$3.14M +$85.1K +1,056 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.9M +$152K +1,883 +6%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$2.85M +$107K +1,330 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.72M -$73.4K -912 -3%
DWP
33
Daymark Wealth Partners
Ohio
$2.54M +$2.54M +31,565 New
RGF
34
Retirement Guys Formula
Ohio
$2.42M -$16.6K -206 -0.7%
MFG
35
Mainsail Financial Group
Washington
$2.32M -$391K -4,889 -14%
PIA
36
Perennial Investment Advisors
California
$2.29M +$244K +3,022 +12%
AWS
37
Atria Wealth Solutions
New York
$1.9M -$204K -2,536 -10%
FAIM
38
Financial Advocates Investment Management
Washington
$1.9M +$70.3K +872 +4%
OIA
39
OneDigital Investment Advisors
Kansas
$1.89M -$31K -384 -2%
LI
40
LVZ Inc
Michigan
$1.86M -$39.8K -494 -2%
BAM
41
Belpointe Asset Management
Nevada
$1.74M -$39.2K -486 -2%
SOS
42
Silver Oak Securities
Tennessee
$1.73M +$315K +3,911 +22%
CA
43
Cetera Advisors
Colorado
$1.69M +$97.5K +1,210 +6%
Truist Financial
44
Truist Financial
North Carolina
$1.68M -$97.8K -1,214 -6%
MA
45
MONECO Advisors
Connecticut
$1.66M +$18.6K +231 +1%
CASC
46
Coppell Advisory Solutions Corp
Texas
$1.46M -$14.1K -178 -1%
CAS
47
Coppell Advisory Solutions
Texas
$1.46M -$14.1K -178 -1%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.45M -$9.67K -120 -0.7%
AWAG
49
ARS Wealth Advisors Group
Florida
$1.37M -$698K -8,660 -34%
AWA
50
Arkadios Wealth Advisors
Georgia
$1.33M -$873K -10,831 -40%
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