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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $624M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
44
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.39M -$1.53M -16,726 -52%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$743K +8,118 +129%
AWAG
53
ARS Wealth Advisors Group
Florida
$1.28M -$93.9K -1,026 -7%
GSC
54
G&S Capital
Colorado
$1.12M +$1.12M +12,219 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$1.02M +$58.9K +643 +6%
FAIM
56
Financial Advocates Investment Management
Washington
$1.02M -$106K -1,154 -9%
VCM
57
Virtue Capital Management
Tennessee
$978K +$2.56K +29 +0.3%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$977K +$977K +10,668 New
NFG
59
Nations Financial Group
Iowa
$966K -$27.4K -299 -3%
LWM
60
Lakeridge Wealth Management
Ohio
$964K +$964K +10,524 New
RFP
61
Root Financial Partners
California
$904K -$45.8K -500 -5%
DWP
62
Daymark Wealth Partners
Ohio
$842K -$70.8K -773 -8%
PIAS
63
PCA Investment Advisory Services
Ohio
$802K -$248K -2,707 -24%
CWP
64
Cyndeo Wealth Partners
Florida
$798K +$59.7K +652 +8%
Two Sigma Investments
65
Two Sigma Investments
New York
$787K +$18.3K +200 +2%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$775K -$653K -7,136 -46%
BW
67
Bison Wealth
Georgia
$772K -$15.6K -170 -2%
PAG
68
Private Advisor Group
New Jersey
$690K +$4.58K +50 +0.7%
AWA
69
Arkadios Wealth Advisors
Georgia
$647K -$451K -4,922 -41%
KWS
70
Keystone Wealth Services
California
$603K -$73.4K -802 -11%
HI
71
Harbour Investments
Wisconsin
$587K -$39.2K -428 -6%
DFA
72
DHJJ Financial Advisors
Illinois
$515K +$7.97K +87 +2%
SI
73
Stephens Inc
Arkansas
$504K
CHC
74
City Holding Co
West Virginia
$488K +$383K +4,186 +366%
SMC
75
Smith, Moore & Co
Missouri
$488K -$12.5K -136 -2%