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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

127 hedge funds and large institutions have $491M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
45
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$48.6M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$4.68M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$50.2M
2
KAS
2
Kestra Advisory Services
Texas
$5.23M
3
SWP
3
Stratos Wealth Partners
Ohio
$506K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
TCM
5
Triumph Capital Management
Colorado
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
76
HM Payson & Co
Maine
$328K 4,283 – –
MML Investors Services
77
MML Investors Services
Massachusetts
$325K 4,237 -1,804 -30%
HSA
78
HBK Sorce Advisory
Pennsylvania
$325K 4,240 -49 -1%
KFGK
79
Keystone Financial Group (Kentucky)
Kentucky
$318K 4,150 +20 +0.5%
TIM
80
Total Investment Management
Arizona
$307K 4,003 – –
PTC
81
Private Trust Company
Ohio
$305K 3,985 +3,985 New
IWM
82
IHT Wealth Management
Illinois
$290K 3,788 -1,725 -31%
DFA
83
DHJJ Financial Advisors
Illinois
$287K 3,748 – –
Creative Planning
84
Creative Planning
Kansas
$266K 3,477 +550 +19%
HI
85
Harbour Investments
Wisconsin
$252K 3,288 +3,288 New
FFN
86
Focus Financial Network
Minnesota
$249K 3,255 -4 -0.1%
KPWS
87
Kestra Private Wealth Services
Texas
$245K 3,202 -125 -4%
WE
88
Wealth Effects
Massachusetts
$234K 3,055 – –
WS
89
Wedbush Securities
California
$229K 2,983 +6 +0.2%
GVAG
90
Great Valley Advisor Group
Delaware
$227K 2,963 +122 +4%
GIA
91
Gladstone Institutional Advisory
Florida
$226K 2,948 – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$223K 2,911 – –
CP
93
Camelot Portfolios
Ohio
$208K 2,717 -228 -8%
AAS
94
Ameritas Advisory Services
Nebraska
$206K 2,691 -178 -6%
CAP
95
Columbia Advisory Partners
Washington
$202K 2,629 +6 +0.2%
VVP
96
Venture Visionary Partners
Ohio
$179K 2,339 – –
APA
97
American Portfolios Advisors
New York
$170K 2,218 – –
MAM
98
Meeder Asset Management
Ohio
$123K 1,600 +1,600 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$103K 1,343 -54 -4%
CS
100
Credit Suisse
Switzerland
$103K 1,350 +1,350 New
2 3
4
5 6