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First Trust Small Cap Core AlphaDEX Fund

121 hedge funds and large institutions have $458M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
11
Increased
44
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$302K 4,150
HSA
77
HBK Sorce Advisory
Pennsylvania
$299K 4,117 -123 -3%
EH
78
Equitable Holdings
New York
$272K 3,735 -807 -18%
DFA
79
DHJJ Financial Advisors
Illinois
$272K 3,740 -8 -0.2%
HI
80
Harbour Investments
Wisconsin
$252K 3,288
Creative Planning
81
Creative Planning
Kansas
$250K 3,441 -36 -1%
TIM
82
Total Investment Management
Arizona
$241K 3,319 -684 -17%
PTC
83
Private Trust Company
Ohio
$234K 3,218 -767 -19%
CS
84
Credit Suisse
Switzerland
$229K 3,149 +1,799 +133%
WE
85
Wealth Effects
Massachusetts
$222K 3,056 +1 +0%
GIA
86
Gladstone Institutional Advisory
Florida
$221K 3,044 +96 +3%
KPWS
87
Kestra Private Wealth Services
Texas
$218K 3,003 -199 -6%
QA
88
Quantitative Advantage
Minnesota
$218K 2,998 +2,998 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$212K 2,911
IWM
90
IHT Wealth Management
Illinois
$210K 2,883 -905 -24%
WS
91
Wedbush Securities
California
$210K 2,885 -98 -3%
GVAG
92
Great Valley Advisor Group
Delaware
$207K 2,844 -119 -4%
APA
93
American Portfolios Advisors
New York
$161K 2,218
US Bancorp
94
US Bancorp
Minnesota
$96K 1,322
GWSG
95
GPS Wealth Strategies Group
Colorado
$84K 1,162 -71 -6%
CHC
96
City Holding Co
West Virginia
$83K 1,145
SAM
97
Strategic Asset Management
Minnesota
$63K 862
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$60K 823 -520 -39%
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$47K 660 +660 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$43K 588 +317 +117%