FYX icon

First Trust Small Cap Core AlphaDEX Fund

124 hedge funds and large institutions have $612M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
54
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
76
HBK Sorce Advisory
Pennsylvania
$428K -$54.9K -589 -11%
Goldman Sachs
77
Goldman Sachs
New York
$413K
NFC
78
Northeast Financial Consultants
Connecticut
$410K
HPC
79
HM Payson & Co
Maine
$399K
KPWS
80
Kestra Private Wealth Services
Texas
$369K
CA
81
Cetera Advisors
Colorado
$343K +$343K +3,678 New
DFA
82
DHJJ Financial Advisors
Illinois
$338K -$2.05K -22 -0.6%
ASN
83
Advisory Services Network
Georgia
$312K +$9.71K +104 +3%
TRCT
84
Tower Research Capital (TRC)
New York
$305K +$305K +3,271 New
PFA
85
Professional Financial Advisors
Nebraska
$284K +$284K +3,054 New
IA
86
Insight Advisors
Pennsylvania
$279K +$363 +4 +0.1%
AIC
87
Ameritas Investment Company
Nebraska
$277K +$277K +2,974 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$271K
GVAG
89
Great Valley Advisor Group
Delaware
$257K
WS
90
Wedbush Securities
California
$229K +$19.3K +207 +9%
SMC
91
Smith, Moore & Co
Missouri
$221K +$221K +2,368 New
VVP
92
Venture Visionary Partners
Ohio
$218K
WAS
93
Wealth Advisory Solutions
Indiana
$216K +$216K +2,319 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$215K +$61.6K +661 +40%
EE
95
EWG Elevate
California
$201K +$201K +2,142 New
APA
96
American Portfolios Advisors
New York
$190K
AF
97
Allworth Financial
California
$189K
Citigroup
98
Citigroup
New York
$169K -$46.5K -498 -22%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$142K -$8.79K -94 -6%
US Bancorp
100
US Bancorp
Minnesota
$137K -$5.32K -57 -4%