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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

125 hedge funds and large institutions have $503M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
45
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.34M
2
Bank of America
2
Bank of America
North Carolina
$50.5M
3
DWP
3
Daymark Wealth Partners
Ohio
$2.54M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.6M
5
Wells Fargo
5
Wells Fargo
California
$46.9M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$642K
2
AWM
2
Avaii Wealth Management
Wisconsin
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
IA
4
IFP Advisors
Florida
$231K
5
Morgan Stanley
5
Morgan Stanley
New York
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$399K -$1.61K -20 -0.4%
AWM
77
Apollon Wealth Management
South Carolina
$391K -$72.5K -900 -16%
US Bancorp
78
US Bancorp
Minnesota
$369K -$24.7K -307 -6%
EW
79
Element Wealth
Mississippi
$365K -$9.19K -114 -2%
Goldman Sachs
80
Goldman Sachs
New York
$357K – – –
NFC
81
Northeast Financial Consultants
Connecticut
$355K – – –
IWM
82
Iams Wealth Management
Nebraska
$353K +$10K +127 +3%
JIP
83
Jaffetilchin Investment Partners
Florida
$349K +$349K +4,327 New
HPC
84
HM Payson & Co
Maine
$345K – – –
EH
85
Equitable Holdings
New York
$328K -$7.25K -90 -2%
CAAS
86
Capital Asset Advisory Services
Michigan
$324K -$60.7K -753 -16%
Creative Planning
87
Creative Planning
Kansas
$313K +$11.2K +139 +4%
HSA
88
HBK Sorce Advisory
Pennsylvania
$283K -$290K -3,600 -51%
FFA
89
Farther Finance Advisors
California
$276K -$34.8K -432 -11%
GVAG
90
Great Valley Advisor Group
Delaware
$269K +$161 +2 +0.1%
TSS
91
Two Sigma Securities
New York
$263K +$263K +3,268 New
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$263K -$393K -4,871 -60%
First Trust Advisors
93
First Trust Advisors
Illinois
$250K – – –
GIA
94
Gladstone Institutional Advisory
Florida
$240K -$3.47K -43 -1%
WE
95
Wealth Effects
Massachusetts
$238K +$81 +1 +0%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$235K – – –
IA
97
IFP Advisors
Florida
$231K -$2.11M -32,238 -90%
WS
98
Wedbush Securities
California
$207K -$25.5K -317 -11%
AAS
99
Ameritas Advisory Services
Nebraska
$207K -$56.9K -712 -22%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$203K +$169K +2,100 +496%
2 3
4
5 6