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First Trust Small Cap Core AlphaDEX Fund

132 hedge funds and large institutions have $508M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$4.29M -$97.4K -1,207 -2%
CAN
27
Cetera Advisor Networks
California
$4.27M +$663K +8,224 +18%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.13M -$1.01M -12,583 -20%
DADC
29
D.A. Davidson & Co
Montana
$4.02M -$1.5M -18,622 -27%
MIM
30
MTM Investment Management
South Carolina
$3.1M -$51.8K -642 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.03M +$72.8K +902 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.82M +$116K +1,437 +4%
PSCM
33
Per Stirling Capital Management
Texas
$2.79M +$166K +2,063 +6%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.57M +$2.57M +31,870 New
PIA
35
Perennial Investment Advisors
California
$2.39M -$96.8K -1,199 -4%
MFG
36
Mainsail Financial Group
Washington
$2.37M +$79.3K +994 +3%
SOS
37
Silver Oak Securities
Tennessee
$2.2M +$271K +3,364 +14%
RGF
38
Retirement Guys Formula
Ohio
$2.12M -$124K -1,541 -6%
LI
39
LVZ Inc
Michigan
$2.02M +$18.1K +225 +0.9%
SFP
40
Sweet Financial Partners
Minnesota
$1.92M +$292K +3,615 +18%
OIA
41
OneDigital Investment Advisors
Kansas
$1.82M -$70K -868 -4%
Comerica Bank
42
Comerica Bank
Texas
$1.79M +$1.79M +22,200 New
CA
43
Cetera Advisors
Colorado
$1.76M +$182K +2,254 +12%
BAM
44
Belpointe Asset Management
Nevada
$1.69M -$42.3K -524 -2%
MA
45
MONECO Advisors
Connecticut
$1.62M -$33.2K -412 -2%
FTUS
46
Flow Traders U.S.
New York
$1.59M -$341K -4,227 -18%
AWS
47
Atria Wealth Solutions
New York
$1.57M -$287K -3,554 -15%
TSW
48
Three Seasons Wealth
Utah
$1.56M +$1.56M +19,285 New
EH
49
Equitable Holdings
New York
$1.5M +$258K +3,197 +21%
CAS
50
Coppell Advisory Solutions
Texas
$1.46M +$1.41M +17,948 +2,647%