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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

110 hedge funds and large institutions have $306M invested in First Trust Small Cap Core AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
30
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Peak Capital Management
Colorado
$7.69M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.82M
3
RJA
3
Raymond James & Associates
Florida
$15.1M
4
Truist Financial
4
Truist Financial
North Carolina
$1.01M
5
AAS
5
Avantax Advisory Services
Texas
$828K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$16.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.3M
4
Wells Fargo
4
Wells Fargo
California
$50.2M
5
LPL Financial
5
LPL Financial
California
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$229K +$229K +3,525 New
PFA
77
Pinnacle Family Advisors
Missouri
$226K – – –
CCA
78
Clearwater Capital Advisors
Illinois
$223K -$225K -3,479 -50%
SS
79
Sunbelt Securities
Texas
$212K +$212K +3,263 New
VAG
80
VisionPoint Advisory Group
Texas
$208K +$208K +3,197 New
Citigroup
81
Citigroup
New York
$203K +$259 +4 +0.1%
WWM
82
Western Wealth Management
Colorado
$201K +$201K +3,093 New
AWA
83
Arkadios Wealth Advisors
Georgia
$197K +$197K +3,062 New
APA
84
American Portfolios Advisors
New York
$178K -$305K -4,692 -63%
US Bancorp
85
US Bancorp
Minnesota
$169K -$66.8K -1,031 -28%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$164K +$5.12K +79 +3%
AF
87
Allworth Financial
California
$132K – – –
1W
88
1776 Wealth
Georgia
$126K +$126K +1,948 New
ASN
89
Advisory Services Network
Georgia
$112K -$7.37K -113 -6%
IA
90
IFP Advisors
Florida
$101K -$608K -9,310 -86%
SF
91
Synovus Financial
Georgia
$86K -$5.55K -85 -6%
AIC
92
Ameritas Investment Company
Nebraska
$79K +$65 +1 +0.1%
CHC
93
City Holding Co
West Virginia
$74K – – –
GWM
94
Geneos Wealth Management
Colorado
$73K -$6.36K -99 -8%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$60K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$59K +$20.5K +313 +53%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$52K -$90.2K -1,381 -63%
EAM
98
Eukles Asset Management
Ohio
$32K – – –
1NWS
99
1 North Wealth Services
Maryland
$19K – – –
NFG
100
Next Financial Group
Texas
$18K -$5.25K -81 -23%
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4
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