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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

144 hedge funds and large institutions have $624M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
44
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
RJA
2
Raymond James & Associates
Florida
$24M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$20.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
LPL Financial
2
LPL Financial
California
$50.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$33.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
26
Vestmark Advisory Solutions
Massachusetts
$5.18M -$11.3K -123 -0.2%
Stifel Financial
27
Stifel Financial
Missouri
$4.74M -$130K -1,425 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.35M -$339K -3,702 -7%
DADC
29
D.A. Davidson & Co
Montana
$4.33M -$227K -2,476 -5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.77M +$322K +3,517 +9%
MIM
31
MTM Investment Management
South Carolina
$3.48M -$44.7K -488 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.22M +$17.3K +189 +0.5%
SFP
33
Sweet Financial Partners
Minnesota
$3.1M +$917K +10,010 +42%
PSCM
34
Per Stirling Capital Management
Texas
$2.94M -$222K -2,427 -7%
MFG
35
Mainsail Financial Group
Washington
$2.77M +$204K +2,374 +8%
SOS
36
Silver Oak Securities
Tennessee
$2.62M +$130K +1,417 +5%
PIA
37
Perennial Investment Advisors
California
$2.33M -$379K -4,130 -14%
RGF
38
Retirement Guys Formula
Ohio
$2.33M -$79.7K -870 -3%
OIA
39
OneDigital Investment Advisors
Kansas
$2.19M +$117K +1,274 +6%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2.17M +$1.82M +19,842 +509%
LI
41
LVZ Inc
Michigan
$2.07M -$216K -2,354 -9%
CA
42
Cetera Advisors
Colorado
$2.02M +$24.4K +266 +1%
Comerica Bank
43
Comerica Bank
Texas
$2.02M -$13K -142 -0.6%
BAM
44
Belpointe Asset Management
Nevada
$1.8M -$123K -1,340 -6%
EH
45
Equitable Holdings
New York
$1.75M +$57.1K +624 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.69M +$119K +1,301 +8%
TSW
47
Three Seasons Wealth
Utah
$1.67M -$99.3K -1,084 -6%
MA
48
MONECO Advisors
Connecticut
$1.62M -$222K -2,425 -12%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.53M +$509K +5,557 +50%
Truist Financial
50
Truist Financial
North Carolina
$1.42M +$30K +328 +2%
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