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First Trust Small Cap Core AlphaDEX Fund

88 hedge funds and large institutions have $178M invested in First Trust Small Cap Core AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-22
Holders Change %
-20%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
22
Reduced
46
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$273K -$63.3K -1,540 -19%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$271K
CWA
53
Clarus Wealth Advisors
Arizona
$249K +$28.9K +773 +13%
RFN
54
RDA Financial Network
Iowa
$231K -$97.5K -2,371 -30%
EW
55
Element Wealth
Mississippi
$228K -$7.28K -177 -3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$225K -$16.8K -409 -7%
First Trust Advisors
57
First Trust Advisors
Illinois
$219K -$288 -7 -0.1%
VFA
58
Voya Financial Advisors
Connecticut
$213K +$1.94K +47 +0.9%
TA
59
TFG Advisers
Michigan
$205K -$7.4K -180 -3%
SCA
60
Snowden Capital Advisors
New York
$201K -$36.6K -889 -15%
1W
61
1776 Wealth
Georgia
$187K +$81.4K +1,503 +77%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$185K -$78.4K -1,903 -30%
HPC
63
HM Payson & Co
Maine
$176K
SPIA
64
Steward Partners Investment Advisory
New York
$174K
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$140K +$102K +2,466 +265%
Citigroup
66
Citigroup
New York
$130K +$1.15K +28 +0.9%
AWA
67
Arkadios Wealth Advisors
Georgia
$126K
US Bancorp
68
US Bancorp
Minnesota
$97K -$10.4K -253 -10%
AF
69
Allworth Financial
California
$84K
SF
70
Synovus Financial
Georgia
$72K +$19.1K +475 +36%
ASN
71
Advisory Services Network
Georgia
$65K -$5.77K -140 -8%
VCP
72
Verus Capital Partners
Arizona
$50K -$161K -3,889 -76%
AIC
73
Ameritas Investment Company
Nebraska
$50K
CHC
74
City Holding Co
West Virginia
$47K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$46K -$59.1K -1,424 -56%