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First Trust Small Cap Core AlphaDEX Fund

123 hedge funds and large institutions have $498M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$412K +$35.4K +430 +9%
OC
77
Oppenheimer & Co
New York
$371K -$193K -2,350 -34%
EW
78
Element Wealth
Mississippi
$371K -$2.06K -25 -0.6%
SPIA
79
Steward Partners Investment Advisory
New York
$366K -$41.1K -500 -10%
Goldman Sachs
80
Goldman Sachs
New York
$364K
NFC
81
Northeast Financial Consultants
Connecticut
$362K
HPC
82
HM Payson & Co
Maine
$352K
KPWS
83
Kestra Private Wealth Services
Texas
$345K -$71.6K -871 -17%
AWM
84
Apollon Wealth Management
South Carolina
$333K -$65.8K -800 -16%
Creative Planning
85
Creative Planning
Kansas
$316K -$3.54K -43 -1%
CAAS
86
Capital Asset Advisory Services
Michigan
$297K -$42.3K -500 -12%
FFA
87
Farther Finance Advisors
California
$282K +$740 +9 +0.3%
GVAG
88
Great Valley Advisor Group
Delaware
$275K +$329 +4 +0.1%
VF
89
Virtu Financial
New York
$265K +$265K +3,225 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$265K +$77K +936 +41%
HSA
91
HBK Sorce Advisory
Pennsylvania
$255K -$33.3K -405 -12%
First Trust Advisors
92
First Trust Advisors
Illinois
$255K
IA
93
IFP Advisors
Florida
$248K -$43.9K -534 -15%
GIA
94
Gladstone Institutional Advisory
Florida
$245K -$164 -2 -0.1%
WE
95
Wealth Effects
Massachusetts
$243K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$239K
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$238K +$238K +2,888 New
AWM
98
AE Wealth Management
Kansas
$230K +$230K +2,801 New
ASN
99
Advisory Services Network
Georgia
$225K +$218K +2,648 +2,847%
PTC
100
Private Trust Company
Ohio
$212K +$60.5K +735 +40%