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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

138 hedge funds and large institutions have $542M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
42
Reduced
57
Closed
17
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
GCA
1
Genesee Capital Advisors
New York
$5.42M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$1M
5
Jane Street
5
Jane Street
New York
$1.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PNC
5
Park National Corp
Ohio
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Virtue Capital Management
Tennessee
$1.1M – – –
VF
52
Virtu Financial
New York
$1.08M +$57.3K +633 +6%
LI
53
LVZ Inc
Michigan
$1.04M -$16.4K -181 -2%
CHC
54
City Holding Co
West Virginia
$1M +$277K +3,058 +38%
BRWA
55
B. Riley Wealth Advisors
Florida
$1M +$1M +11,055 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$970K +$9.59K +106 +1%
LWM
57
Lakeridge Wealth Management
Ohio
$961K +$28.3K +313 +3%
OMC
58
Old Mission Capital
Illinois
$909K +$909K +10,046 New
RFP
59
Root Financial Partners
California
$847K -$44.1K -487 -5%
BW
60
Bison Wealth
Georgia
$818K – – –
CWP
61
Cyndeo Wealth Partners
Florida
$777K -$26.5K -293 -3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$736K -$8.05K -89 -1%
DWP
63
Daymark Wealth Partners
Ohio
$734K -$23K -254 -3%
MA
64
MONECO Advisors
Connecticut
$693K +$69K +763 +11%
PAG
65
Private Advisor Group
New Jersey
$675K -$76.8K -849 -10%
SMC
66
Smith, Moore & Co
Missouri
$648K -$1.27K -14 -0.2%
NFG
67
Nations Financial Group
Iowa
$607K -$8.05K -89 -1%
PS
68
Principal Securities
Iowa
$580K +$13.2K +146 +2%
KWS
69
Keystone Wealth Services
California
$573K -$9.05K -100 -2%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$516K +$114K +1,258 +28%
KAS
71
KPP Advisory Services
Kentucky
$508K -$5.07K -56 -1%
SI
72
Stephens Inc
Arkansas
$498K – – –
BAM
73
Belpointe Asset Management
Nevada
$481K -$137K -1,513 -22%
DFA
74
DHJJ Financial Advisors
Illinois
$480K -$4.43K -49 -0.9%
PIAS
75
PCA Investment Advisory Services
Ohio
$474K -$351K -3,875 -43%
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