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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

77 hedge funds and large institutions have $240M invested in First Trust Small Cap Core AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
35
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.82M
2
IH
2
IFC Holdings
Florida
$2.47M
3
AG
3
Advisor Group
Arizona
$2.43M
4
CS
4
Credit Suisse
Switzerland
$1.25M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.93M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.2M
2
PFA
2
Pinnacle Family Advisors
Missouri
$255K
3
RJA
3
Raymond James & Associates
Florida
$3.96M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
BW
51
Bison Wealth
Georgia
$342K 6,146 -1,259 -17%
VFA
52
Voya Financial Advisors
Connecticut
$331K 5,956 +453 +8%
Goldman Sachs
53
Goldman Sachs
New York
$326K 5,871 -650 -10%
CWM
54
Cornerstone Wealth Management
Missouri
$319K 5,757 -9,841 -63%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$273K 4,914 -309 -6%
HPC
56
HM Payson & Co
Maine
$268K 4,828 +60 +1%
SWP
57
Stratos Wealth Partners
Ohio
$265K 4,771 +86 +2%
AW
58
ACG Wealth
Georgia
$261K 4,700 +4,700 New
PFA
59
Pinnacle Family Advisors
Missouri
$255K 4,590 -154,884 -97%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$222K 4,001 – –
BTS
61
BB&T Securities
Virginia
$222K 4,008 +4,008 New
CI
62
Cavalier Investments
Georgia
$200K 3,684 – –
Citigroup
63
Citigroup
New York
$187K 3,362 -149 -4%
Creative Planning
64
Creative Planning
Kansas
$86K 1,540 +1,540 New
WA
65
WFG Advisors
Texas
$74K 1,329 -99 -7%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$46K 834 -686 -45%
BC
67
Bartlett & Co
Ohio
$36K 650 – –
GRP
68
Global Retirement Partners
California
$35K 634 +264 +71%
NFG
69
Next Financial Group
Texas
$31K 555 – –
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$22K 390 – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K 315 – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$13K 225 – –
EA
73
Edge Advisors
Georgia
$10K 187 +187 New
PFBT
74
Parkside Financial Bank & Trust
Missouri
$8K 141 +141 New
IWM
75
IHT Wealth Management
Illinois
$4.11K 2,710 +950 +54%
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3
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