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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

165 hedge funds and large institutions have $641M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
62
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$60.1M
2
Morgan Stanley
Morgan Stanley
New York
$81.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
IAA
Independent Advisor Alliance
North Carolina
$3.67M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
Bank of America
Bank of America
North Carolina
$43.2M
3
Stifel Financial
Stifel Financial
Missouri
$4.71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.3M
5
MLRA
Main Line Retirement Advisors
Montana
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.43M +$383K +3,792 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.89M -$104K -1,032 -3%
PNC
28
Park National Corp
Ohio
$3.87M -$24.7K -244 -0.6%
IAA
29
Independent Advisor Alliance
North Carolina
$3.67M +$3.67M +36,332 New
MFG
30
Mainsail Financial Group
Washington
$3.63M +$83.9K +830 +2%
MIM
31
MTM Investment Management
South Carolina
$3.4M +$48K +475 +1%
RIA
32
Regal Investment Advisors
Michigan
$3.11M +$41.4K +410 +1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.02M -$72.6K -718 -2%
SOS
34
Silver Oak Securities
Tennessee
$2.99M -$103K -1,023 -3%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.95M +$737K +7,292 +33%
PSCM
36
Per Stirling Capital Management
Texas
$2.87M +$64.4K +637 +2%
OIA
37
OneDigital Investment Advisors
Kansas
$2.87M +$50.6K +501 +2%
WWM
38
Western Wealth Management
Colorado
$2.68M +$843K +8,343 +46%
Comerica Bank
39
Comerica Bank
Texas
$2.45M +$64.5K +638 +3%
PIA
40
Perennial Investment Advisors
California
$2.34M -$72.5K -717 -3%
Truist Financial
41
Truist Financial
North Carolina
$2.08M +$169K +1,677 +9%
SA
42
Sanctuary Advisors
Indiana
$1.95M -$3.64K -35 -0.2%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.69M +$222K +2,201 +15%
GWM
44
Geneos Wealth Management
Colorado
$1.65M +$1.65M +16,293 New
CHC
45
City Holding Co
West Virginia
$1.64M +$242K +2,396 +17%
TSW
46
Three Seasons Wealth
Utah
$1.61M -$141K -1,399 -8%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.58M -$7.07K -70 -0.4%
CAS
48
Coppell Advisory Solutions
Texas
$1.48M -$67.7K -671 -4%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.45M +$618K +6,120 +75%
EH
50
Equitable Holdings
New York
$1.43M +$213K +2,109 +18%
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