FYX icon

First Trust Small Cap Core AlphaDEX Fund

117 hedge funds and large institutions have $573M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
49
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.21M +$18.7K +204 +2%
MIAN
52
Mariner Independent Advisor Network
Kansas
$1.17M +$12.8K +140 +1%
TCM
53
Triumph Capital Management
Colorado
$1.15M +$40.3K +440 +4%
FAIM
54
Financial Advocates Investment Management
Washington
$1.01M +$166K +1,842 +20%
EH
55
Equitable Holdings
New York
$969K +$86.9K +949 +10%
CS
56
Comerica Securities
Michigan
$937K -$1.1K -12 -0.1%
OC
57
Oppenheimer & Co
New York
$833K -$13.6K -149 -2%
CP
58
Camelot Portfolios
Ohio
$707K +$15.7K +171 +2%
CFGS
59
Concourse Financial Group Securities
Alabama
$604K +$4.94K +54 +0.8%
IWM
60
IHT Wealth Management
Illinois
$600K -$545K -5,956 -48%
IWN
61
Independent Wealth Network
Iowa
$556K +$556K +5,591 New
SCA
62
Snowden Capital Advisors
New York
$525K -$27.2K -297 -5%
TA
63
TFG Advisers
Michigan
$496K +$17.1K +187 +4%
CAAS
64
Capital Asset Advisory Services
Michigan
$489K
EW
65
Element Wealth
Mississippi
$465K -$183 -2 -0%
CWA
66
Clarus Wealth Advisors
Arizona
$460K -$7.27K -78 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$453K +$366 +4 +0.1%
BMWM
68
Brown Miller Wealth Management
Virginia
$445K
AWA
69
Arkadios Wealth Advisors
Georgia
$444K -$8.33K -91 -2%
SMC
70
Smith, Moore & Co
Missouri
$425K +$208K +2,276 +96%
HSA
71
HBK Sorce Advisory
Pennsylvania
$417K -$3.39K -37 -0.8%
Goldman Sachs
72
Goldman Sachs
New York
$405K
NFC
73
Northeast Financial Consultants
Connecticut
$403K
HPC
74
HM Payson & Co
Maine
$392K
CA
75
Cetera Advisors
Colorado
$392K +$55.1K +601 +16%