FYX icon

First Trust Small Cap Core AlphaDEX Fund

133 hedge funds and large institutions have $625M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
43
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
76
HBK Sorce Advisory
Pennsylvania
$433K -$9.33K -96 -2%
Goldman Sachs
77
Goldman Sachs
New York
$429K
NFC
78
Northeast Financial Consultants
Connecticut
$427K
BFEC
79
Benjamin F. Edwards & Company
Missouri
$420K -$999K -10,301 -70%
BMWM
80
Brown Miller Wealth Management
Virginia
$417K -$54.5K -562 -12%
HPC
81
HM Payson & Co
Maine
$416K
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$416K +$416K +4,285 New
TIM
83
Total Investment Management
Arizona
$389K
MML Investors Services
84
MML Investors Services
Massachusetts
$387K +$387K +3,982 New
CA
85
Cetera Advisors
Colorado
$383K -$32.4K -334 -8%
HI
86
Harbour Investments
Wisconsin
$367K -$1.76M -18,114 -83%
FTUS
87
Flow Traders U.S.
New York
$353K -$4.2M -43,256 -92%
DFA
88
DHJJ Financial Advisors
Illinois
$353K -$680 -7 -0.2%
KPWS
89
Kestra Private Wealth Services
Texas
$347K +$7K +72 +2%
NA
90
NewEdge Advisors
Louisiana
$347K +$347K +3,572 New
CP
91
Camelot Portfolios
Ohio
$298K -$451K -4,648 -60%
WE
92
Wealth Effects
Massachusetts
$296K +$296K +3,055 New
PFA
93
Professional Financial Advisors
Nebraska
$290K -$2.23K -23 -0.8%
Creative Planning
94
Creative Planning
Kansas
$284K +$284K +2,925 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$282K +$282K +2,910 New
AAS
96
Ameritas Advisory Services
Nebraska
$278K +$278K +2,869 New
GIA
97
Gladstone Institutional Advisory
Florida
$269K -$64.9K -669 -19%
WS
98
Wedbush Securities
California
$266K +$27.5K +283 +12%
GVAG
99
Great Valley Advisor Group
Delaware
$260K
PWA
100
PCG Wealth Advisors
Kansas
$230K +$230K +2,368 New