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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

103 hedge funds and large institutions have $280M invested in First Trust Small Cap Core AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
37
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.21M
2
CS
Credit Suisse
Switzerland
+$3.88M
3
UBS Group
UBS Group
Switzerland
+$3.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.18M
5
KWM
Kingsview Wealth Management
Oregon
+$1.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$27.2M
2
AIA
Arrow Investment Advisors
Maryland
-$14.9M
3
PFA
Pinnacle Family Advisors
Missouri
-$13.2M
4
BTS
BB&T Securities
Virginia
-$12M
5
Morgan Stanley
Morgan Stanley
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
76
WealthOne
New York
$112K +$112K +2,065 New
SF
77
Synovus Financial
Georgia
$111K -$67.9K -1,255 -38%
AF
78
Allworth Financial
California
$110K -$140K – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$98K +$15.4K +284 +19%
CHC
80
City Holding Co
West Virginia
$94K -$16.2K -300 -15%
PB
81
Pinnacle Bancorp
Nebraska
$54K +$54K +1,000 New
EAM
82
Eukles Asset Management
Ohio
$53K +$53K +971 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$50K – – –
APA
84
American Portfolios Advisors
New York
$37.7K +$13.4K +248 +55%
GRP
85
Global Retirement Partners
California
$29K -$13.4K -245 -32%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$27.8K – – –
GWM
87
Geneos Wealth Management
Colorado
$27K +$9.02K +170 +50%
MOS
88
MGO One Seven
Ohio
$24K +$24K +452 New
QCIG
89
Quad-Cities Investment Group
Iowa
$18K +$108 +2 +0.6%
NFG
90
Next Financial Group
Texas
$18K +$4.83K +88 +37%
1NWS
91
1 North Wealth Services
Maryland
$16K +$16K +298 New
PWM
92
PRW Wealth Management
Massachusetts
$16K +$16K +300 New
BWP
93
Baldwin Wealth Partners
Massachusetts
$13K – – –
CWA
94
Clarus Wealth Advisors
Arizona
$12K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$11K – – –
BlackRock
96
BlackRock
New York
$7K – – –
CFD
97
Creative Financial Designs
Indiana
$6K -$4.27K -79 -42%
PFBT
98
Parkside Financial Bank & Trust
Missouri
$4K – – –
FGC
99
Financial Gravity Companies
Texas
$4K +$4K +62 New
ASN
100
Advisory Services Network
Georgia
$2K -$172K -2,931 -99%
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