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First Trust Small Cap Core AlphaDEX Fund

104 hedge funds and large institutions have $336M invested in First Trust Small Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+22
Holders Change %
+26.83%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
33
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$206K +$113K +1,478 +123%
Citigroup
77
Citigroup
New York
$190K +$38.7K +502 +26%
APA
78
American Portfolios Advisors
New York
$179K
AF
79
Allworth Financial
California
$156K
US Bancorp
80
US Bancorp
Minnesota
$130K +$1.16K +15 +0.9%
ICP
81
Interchange Capital Partners
Pennsylvania
$116K +$116K +1,510 New
BFEC
82
Benjamin F. Edwards & Company
Missouri
$99K +$40.8K +532 +70%
ASN
83
Advisory Services Network
Georgia
$92K -$5.56K -72 -6%
CHC
84
City Holding Co
West Virginia
$88K
GWM
85
Geneos Wealth Management
Colorado
$70K -$14.7K -162 -17%
TWM
86
Tradition Wealth Management
Minnesota
$56K +$56K +725 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$52K +$52K +681 New
CAAS
88
Capital Asset Advisory Services
Michigan
$42K +$42K +552 New
CWC
89
Carolinas Wealth Consulting
North Carolina
$40K +$40K +525 New
HR
90
Howe & Rusling
New York
$37K +$37K +484 New
CFD
91
Creative Financial Designs
Indiana
$25K -$121K -1,545 -83%
IA
92
IFP Advisors
Florida
$25K
LGA
93
Lebenthal Global Advisors
New York
$23K +$23K +300 New
BWP
94
Baldwin Wealth Partners
Massachusetts
$18K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$16K
HCP
96
Hexagon Capital Partners
Arkansas
$15K
BEI
97
Benjamin Edwards Inc
Missouri
$14K
NFG
98
Next Financial Group
Texas
$9K -$239 -3 -3%
SPWG
99
Sage Private Wealth Group
Illinois
$7K +$7K +87 New
IAIM
100
International Assets Investment Management
Florida
$4K +$4K +46 New