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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

127 hedge funds and large institutions have $490M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
52
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$60.2M
2
FTUS
2
Flow Traders U.S.
New York
$2.37M
3
BAM
3
Belpointe Asset Management
Nevada
$1.73M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.49M
5
UBS Group
5
UBS Group
Switzerland
$19.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.7M
2
WWM
2
Western Wealth Management
Colorado
$6.14M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.28M
4
RGF
4
Retirement Guys Formula
Ohio
$2.37M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
76
TFG Advisers
Michigan
$394K 5,028 -91 -2%
SPIA
77
Steward Partners Investment Advisory
New York
$390K 4,973 +1 +0%
US Bancorp
78
US Bancorp
Minnesota
$384K 4,890 +3,568 +270%
CAAS
79
Capital Asset Advisory Services
Michigan
$374K 4,771 -128 -3%
EW
80
Element Wealth
Mississippi
$364K 4,646 -67 -1%
Goldman Sachs
81
Goldman Sachs
New York
$347K 4,424 – –
NFC
82
Northeast Financial Consultants
Connecticut
$345K 4,400 – –
IWM
83
Iams Wealth Management
Nebraska
$340K 4,338 +4,338 New
HPC
84
HM Payson & Co
Maine
$336K 4,283 – –
EH
85
Equitable Holdings
New York
$326K 4,160 +425 +11%
FFA
86
Farther Finance Advisors
California
$302K 3,852 +3,852 New
Creative Planning
87
Creative Planning
Kansas
$294K 3,750 +309 +9%
QA
88
Quantitative Advantage
Minnesota
$274K 3,494 +496 +17%
GVAG
89
Great Valley Advisor Group
Delaware
$262K 3,341 +497 +17%
AAS
90
Ameritas Advisory Services
Nebraska
$259K 3,300 +3,300 New
PTC
91
Private Trust Company
Ohio
$254K 3,240 +22 +0.7%
Renaissance Technologies
92
Renaissance Technologies
New York
$253K 3,230 +3,230 New
KFGK
93
Keystone Financial Group (Kentucky)
Kentucky
$244K 3,105 -1,045 -25%
First Trust Advisors
94
First Trust Advisors
Illinois
$243K 3,100 -1,300 -30%
TIM
95
Total Investment Management
Arizona
$240K 3,053 -266 -8%
GIA
96
Gladstone Institutional Advisory
Florida
$237K 3,027 -17 -0.6%
WE
97
Wealth Effects
Massachusetts
$232K 2,955 -101 -3%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$228K 2,911 – –
WS
99
Wedbush Securities
California
$227K 2,889 +4 +0.1%
VF
100
Virtu Financial
New York
$214K 2,724 +2,724 New
2 3
4
5 6