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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

144 hedge funds and large institutions have $594M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
55
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
CA
3
Cetera Advisors
Colorado
$9.45M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$26.9M
5
Wells Fargo
5
Wells Fargo
California
$54.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.5M
2
RJA
2
Raymond James & Associates
Florida
$19.3M
3
RIA
3
Regal Investment Advisors
Michigan
$2.82M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$7.68M
5
LPL Financial
5
LPL Financial
California
$50M
Name Market Value Shares Shares
Change 		Shares
Change %
VAS
26
Vestmark Advisory Solutions
Massachusetts
$5.43M 58,265 +1,645 +3%
IA
27
IFG Advisory
Georgia
$5.05M 54,172 -3,832 -7%
Stifel Financial
28
Stifel Financial
Missouri
$4.87M 52,233 +488 +0.9%
DADC
29
D.A. Davidson & Co
Montana
$4.37M 46,907 -425 -0.9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.87M 41,499 +355 +0.9%
SFP
31
Sweet Financial Partners
Minnesota
$3.64M 39,050 +5,215 +15%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.64M 39,036 +3,842 +11%
MIM
33
MTM Investment Management
South Carolina
$3.36M 36,029 -1,927 -5%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.32M 35,577 +20,433 +135%
MFG
35
Mainsail Financial Group
Washington
$3.02M 32,428 +286 +0.9%
RIA
36
Regal Investment Advisors
Michigan
$2.82M 30,254 -50,922 -63%
SOS
37
Silver Oak Securities
Tennessee
$2.81M 30,180 +1,522 +5%
PSCM
38
Per Stirling Capital Management
Texas
$2.75M 29,502 -2,653 -8%
OIA
39
OneDigital Investment Advisors
Kansas
$2.27M 24,355 +471 +2%
PIA
40
Perennial Investment Advisors
California
$2.18M 23,386 -2,072 -8%
RGF
41
Retirement Guys Formula
Ohio
$2.12M 22,687 -2,719 -11%
Comerica Bank
42
Comerica Bank
Texas
$2.08M 22,351 +293 +1%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.8M 19,261 +825 +4%
EH
44
Equitable Holdings
New York
$1.69M 18,159 -1,005 -5%
CASC
45
Coppell Advisory Solutions Corp
Texas
$1.64M 17,626 +17,626 New
TSW
46
Three Seasons Wealth
Utah
$1.61M 17,767 -434 -2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.56M 16,741 +2,327 +16%
Truist Financial
48
Truist Financial
North Carolina
$1.51M 16,182 +652 +4%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.39M 14,940 -1,728 -10%
AWAG
50
ARS Wealth Advisors Group
Florida
$1.3M 13,982 -45 -0.3%
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