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First Trust Small Cap Core AlphaDEX Fund

104 hedge funds and large institutions have $336M invested in First Trust Small Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+22
Holders Change %
+26.83%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
33
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
51
HBK Sorce Advisory
Pennsylvania
$454K -$32.5K -423 -7%
First Trust Advisors
52
First Trust Advisors
Illinois
$448K -$23.4K -304 -5%
CFGS
53
Concourse Financial Group Securities
Alabama
$442K -$21.1K -274 -5%
AWAP
54
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$429K +$429K +5,576 New
SCA
55
Snowden Capital Advisors
New York
$408K -$4.77K -62 -1%
EW
56
Element Wealth
Mississippi
$398K -$16K -208 -4%
EH
57
Equitable Holdings
New York
$393K +$393K +5,112 New
SPIA
58
Steward Partners Investment Advisory
New York
$373K +$30.8K +400 +9%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$360K +$360K +4,684 New
TA
60
TFG Advisers
Michigan
$343K -$4.92K -64 -1%
NFC
61
Northeast Financial Consultants
Connecticut
$339K
Truist Financial
62
Truist Financial
North Carolina
$337K -$632K -8,204 -65%
FFN
63
Focus Financial Network
Minnesota
$334K +$334K +4,342 New
HPC
64
HM Payson & Co
Maine
$330K
BMWM
65
Brown Miller Wealth Management
Virginia
$320K +$320K +4,160 New
KPWS
66
Kestra Private Wealth Services
Texas
$311K -$36.1K -468 -10%
PAG
67
Private Advisor Group
New Jersey
$305K -$109K -1,420 -26%
AWA
68
Arkadios Wealth Advisors
Georgia
$283K +$46.8K +610 +20%
DFA
69
DHJJ Financial Advisors
Illinois
$281K +$281K +3,650 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$271K
IA
71
Insight Advisors
Pennsylvania
$259K +$259K +3,370 New
SPC
72
Sigma Planning Corp
Michigan
$243K +$243K +3,159 New
WAS
73
Wealth Advisory Solutions
Indiana
$232K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$219K +$230 +3 +0.1%
GVAG
75
Great Valley Advisor Group
Delaware
$218K +$218K +2,837 New