FYX icon

First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

127 hedge funds and large institutions have $491M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
45
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$48.6M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$4.68M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$50.2M
2
KAS
2
Kestra Advisory Services
Texas
$5.23M
3
SWP
3
Stratos Wealth Partners
Ohio
$506K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
TCM
5
Triumph Capital Management
Colorado
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nations Financial Group
Iowa
$1.09M 14,229 +301 +2%
FAIM
52
Financial Advocates Investment Management
Washington
$1.03M 13,453 -4,061 -23%
VCM
53
Virtue Capital Management
Tennessee
$857K 11,178 – –
CS
54
Comerica Securities
Michigan
$682K 8,898 -471 -5%
KWS
55
Keystone Wealth Services
California
$614K 8,016 -1,346 -14%
FHC
56
First Heartland Consultants
Missouri
$585K 7,643 -114 -1%
OC
57
Oppenheimer & Co
New York
$579K 7,559 – –
SWP
58
Stratos Wealth Partners
Ohio
$506K 6,602 -35,076 -84%
AWM
59
Apollon Wealth Management
South Carolina
$489K 6,375 -653 -9%
IWN
60
Independent Wealth Network
Iowa
$429K 5,598 -368 -6%
SI
61
Stephens Inc
Arkansas
$422K 5,500 – –
SMC
62
Smith, Moore & Co
Missouri
$414K 5,397 +58 +1%
CAAS
63
Capital Asset Advisory Services
Michigan
$408K 5,322 -7 -0.1%
SCA
64
Snowden Capital Advisors
New York
$406K 5,299 -26 -0.5%
TCM
65
Triumph Capital Management
Colorado
$398K 5,187 -10,672 -67%
TA
66
TFG Advisers
Michigan
$387K 5,050 +28 +0.6%
SPIA
67
Steward Partners Investment Advisory
New York
$381K 4,972 -365 -7%
EW
68
Element Wealth
Mississippi
$362K 4,725 -237 -5%
SAM
69
Stansberry Asset Management
Texas
$350K 4,572 +4,572 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$349K 4,553 +798 +21%
EH
71
Equitable Holdings
New York
$348K 4,542 +165 +4%
Goldman Sachs
72
Goldman Sachs
New York
$339K 4,424 – –
AWM
73
AE Wealth Management
Kansas
$337K 4,392 -286 -6%
First Trust Advisors
74
First Trust Advisors
Illinois
$337K 4,400 -200 -4%
NFC
75
Northeast Financial Consultants
Connecticut
$337K 4,400 – –
1 2
3
4 5