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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

138 hedge funds and large institutions have $542M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
42
Reduced
57
Closed
17
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
GCA
1
Genesee Capital Advisors
New York
$5.42M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$1M
5
Jane Street
5
Jane Street
New York
$1.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PNC
5
Park National Corp
Ohio
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$4.55M -$3.24M -35,779 -42%
Stifel Financial
27
Stifel Financial
Missouri
$4.09M -$638K -7,058 -14%
DADC
28
D.A. Davidson & Co
Montana
$4.04M -$201K -2,224 -5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.66M -$92.4K -1,021 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.61M +$80.2K +887 +2%
MFG
31
Mainsail Financial Group
Washington
$3.54M +$608K +6,722 +21%
SFP
32
Sweet Financial Partners
Minnesota
$3.53M – – –
MIM
33
MTM Investment Management
South Carolina
$2.91M -$350K -3,865 -11%
SOS
34
Silver Oak Securities
Tennessee
$2.78M +$47.7K +527 +2%
RIA
35
Regal Investment Advisors
Michigan
$2.72M -$15.6K -173 -0.6%
PSCM
36
Per Stirling Capital Management
Texas
$2.4M -$272K -3,008 -10%
PIA
37
Perennial Investment Advisors
California
$2.29M +$175K +1,931 +8%
Comerica Bank
38
Comerica Bank
Texas
$2.13M +$107K +1,179 +5%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$248K +2,742 +16%
Citadel Advisors
40
Citadel Advisors
Florida
$1.76M +$1.76M +19,420 New
OIA
41
OneDigital Investment Advisors
Kansas
$1.69M -$516K -5,701 -23%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.66M -$78.9K -872 -5%
TSW
43
Three Seasons Wealth
Utah
$1.61M -$1.81K -20 -0.1%
SA
44
Sanctuary Advisors
Indiana
$1.52M +$1.52M +16,969 New
Truist Financial
45
Truist Financial
North Carolina
$1.48M +$12.1K +134 +0.8%
CAS
46
Coppell Advisory Solutions
Texas
$1.44M +$1.44M +15,896 New
MML Investors Services
47
MML Investors Services
Massachusetts
$1.31M -$37.2K -411 -3%
AWAG
48
ARS Wealth Advisors Group
Florida
$1.27M +$362 +4 +0%
Jane Street
49
Jane Street
New York
$1.25M +$946K +10,455 +308%
EH
50
Equitable Holdings
New York
$1.23M -$414K -4,574 -25%
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