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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

165 hedge funds and large institutions have $641M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
62
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$60.1M
2
Morgan Stanley
Morgan Stanley
New York
$81.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
IAA
Independent Advisor Alliance
North Carolina
$3.67M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
Bank of America
Bank of America
North Carolina
$43.2M
3
Stifel Financial
Stifel Financial
Missouri
$4.71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.3M
5
MLRA
Main Line Retirement Advisors
Montana
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$1.38M +$33.5K +331 +2%
CWP
52
Cyndeo Wealth Partners
Florida
$1.3M -$2.02K -20 -0.2%
AWAG
53
ARS Wealth Advisors Group
Florida
$1.3M -$114K -1,131 -8%
BRWA
54
B. Riley Wealth Advisors
Florida
$1.23M +$78.9K +781 +7%
LI
55
LVZ Inc
Michigan
$1.18M -$17.5K -173 -1%
BEI
56
Benjamin Edwards Inc
Missouri
$1.14M -$30.2K -299 -3%
PW
57
Potentia Wealth
California
$1.12M +$1.12M +11,093 New
LWM
58
Lakeridge Wealth Management
Ohio
$1.09M +$19K +188 +2%
TCM
59
Triumph Capital Management
Colorado
$980K -$377K -3,729 -28%
IWC
60
Integrated Wealth Concepts
Massachusetts
$920K +$81.2K +803 +10%
Two Sigma Investments
61
Two Sigma Investments
New York
$899K +$899K +8,900 New
DWP
62
Daymark Wealth Partners
Ohio
$815K +$303 +3 +0%
TWM
63
TCFG Wealth Management
California
$784K – – –
RFP
64
Root Financial Partners
California
$753K -$81.9K -810 -10%
PAG
65
Private Advisor Group
New Jersey
$704K -$49.4K -489 -7%
SMC
66
Smith, Moore & Co
Missouri
$685K +$3.34K +33 +0.5%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$667K -$223K -2,205 -25%
NFG
68
Nations Financial Group
Iowa
$651K -$3.64K -36 -0.6%
KWS
69
Keystone Wealth Services
California
$610K – – –
PS
70
Principal Securities
Iowa
$607K -$59.5K -589 -9%
OC
71
Oppenheimer & Co
New York
$605K +$233K +2,302 +62%
Lido Advisors
72
Lido Advisors
California
$586K +$586K +5,798 New
KAS
73
KPP Advisory Services
Kentucky
$568K – – –
P
74
&Partners
Tennessee
$566K +$147K +1,437 +35%
GWSG
75
GPS Wealth Strategies Group
Colorado
$563K +$23.4K +232 +4%
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