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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

123 hedge funds and large institutions have $498M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
37
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$6.04M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$16.3M
3
RJA
3
Raymond James & Associates
Florida
$18.1M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$9.69M
5
FTUS
5
Flow Traders U.S.
New York
$1.97M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$54.2M
2
Bank of America
2
Bank of America
North Carolina
$42.2M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$0
4
SWAG
4
Spectrum Wealth Advisory Group
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$4.55M +$195K +2,368 +4%
Stifel Financial
27
Stifel Financial
Missouri
$4.47M -$920K -11,189 -17%
CAN
28
Cetera Advisor Networks
California
$3.68M +$197K +2,400 +6%
MIM
29
MTM Investment Management
South Carolina
$3.22M +$13.2K +161 +0.4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.02M +$62.4K +758 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.76M -$14.1K -171 -0.5%
PSCM
32
Per Stirling Capital Management
Texas
$2.67M -$922K -11,209 -26%
PIA
33
Perennial Investment Advisors
California
$2.54M +$199K +2,416 +9%
MFG
34
Mainsail Financial Group
Washington
$2.37M -$19.5K -237 -0.8%
RGF
35
Retirement Guys Formula
Ohio
$2.29M -$180K -2,192 -7%
LI
36
LVZ Inc
Michigan
$2.04M +$143K +1,739 +8%
FTUS
37
Flow Traders U.S.
New York
$1.97M +$1.97M +23,987 New
SOS
38
Silver Oak Securities
Tennessee
$1.96M +$200K +2,428 +11%
Truist Financial
39
Truist Financial
North Carolina
$1.95M +$235K +2,857 +14%
OIA
40
OneDigital Investment Advisors
Kansas
$1.93M +$2.88K +35 +0.1%
AWS
41
Atria Wealth Solutions
New York
$1.9M -$45.6K -554 -2%
BAM
42
Belpointe Asset Management
Nevada
$1.77M -$4.52K -55 -0.3%
MA
43
MONECO Advisors
Connecticut
$1.69M -$13.9K -169 -0.8%
SFP
44
Sweet Financial Partners
Minnesota
$1.66M +$1.66M +20,210 New
CA
45
Cetera Advisors
Colorado
$1.61M -$116K -1,408 -7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.4M -$70K -851 -5%
DWP
47
Daymark Wealth Partners
Ohio
$1.35M -$1.25M -15,160 -48%
EH
48
Equitable Holdings
New York
$1.26M +$927K +11,273 +277%
FAIM
49
Financial Advocates Investment Management
Washington
$1.26M -$685K -8,327 -35%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.25M +$165 +2 +0%
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