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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $594M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
55
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GSC
51
G&S Capital
Colorado
$1.14M 12,259 +40 +0.3%
LI
52
LVZ Inc
Michigan
$1.09M 11,713 -10,947 -48%
VF
53
Virtu Financial
New York
$1.06M 11,352 +11,352 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$989K 10,612 -571 -5%
VCM
55
Virtue Capital Management
Tennessee
$988K 11,087
LWM
56
Lakeridge Wealth Management
Ohio
$961K 10,311 -213 -2%
RFP
57
Root Financial Partners
California
$918K 9,848 -26 -0.3%
PIAS
58
PCA Investment Advisory Services
Ohio
$850K 9,116 +352 +4%
CWP
59
Cyndeo Wealth Partners
Florida
$829K 8,887 +175 +2%
BW
60
Bison Wealth
Georgia
$818K 8,777 +344 +4%
DWP
61
Daymark Wealth Partners
Ohio
$780K 8,369 -823 -9%
PAG
62
Private Advisor Group
New Jersey
$775K 8,309 +774 +10%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$767K 8,222 -238 -3%
CHC
64
City Holding Co
West Virginia
$746K 8,005 +2,674 +50%
T
65
Tidemark
California
$735K 7,888 +2,911 +58%
SMC
66
Smith, Moore & Co
Missouri
$669K 7,176 +1,850 +35%
MA
67
MONECO Advisors
Connecticut
$644K 6,903 -10,747 -61%
BAM
68
Belpointe Asset Management
Nevada
$637K 6,828 -12,816 -65%
NFG
69
Nations Financial Group
Iowa
$634K 6,802 -3,753 -36%
KWS
70
Keystone Wealth Services
California
$600K 6,435 -151 -2%
PS
71
Principal Securities
Iowa
$584K 6,264 +3,663 +141%
KAS
72
KPP Advisory Services
Kentucky
$529K 5,677 +5,677 New
SI
73
Stephens Inc
Arkansas
$513K 5,500
DFA
74
DHJJ Financial Advisors
Illinois
$499K 5,354 -275 -5%
FAIM
75
Financial Advocates Investment Management
Washington
$494K 5,299 -5,885 -53%