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First Trust Small Cap Core AlphaDEX Fund

132 hedge funds and large institutions have $508M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
76
DHJJ Financial Advisors
Illinois
$447K +$161 +2 +0%
SI
77
Stephens Inc
Arkansas
$444K
SMC
78
Smith, Moore & Co
Missouri
$441K +$887 +11 +0.2%
SWM
79
Solano Wealth Management
California
$413K
SCA
80
Snowden Capital Advisors
New York
$408K -$252K -3,128 -38%
IWM
81
Iams Wealth Management
Nebraska
$405K +$405K +5,026 New
US Bancorp
82
US Bancorp
Minnesota
$396K -$7.99K -99 -2%
TA
83
TFG Advisers
Michigan
$389K -$18.1K -225 -4%
IWN
84
Independent Wealth Network
Iowa
$377K -$44K -545 -10%
OC
85
Oppenheimer & Co
New York
$373K +$9.2K +114 +3%
SPIA
86
Steward Partners Investment Advisory
New York
$373K +$13.8K +171 +4%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$359K +$124K +1,538 +53%
Goldman Sachs
88
Goldman Sachs
New York
$357K
NFC
89
Northeast Financial Consultants
Connecticut
$355K
EW
90
Element Wealth
Mississippi
$352K -$11.5K -142 -3%
Creative Planning
91
Creative Planning
Kansas
$318K +$7.58K +94 +2%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$314K +$54.7K +678 +21%
KPWS
93
Kestra Private Wealth Services
Texas
$298K -$39.9K -495 -12%
HPC
94
HM Payson & Co
Maine
$286K -$59.9K -743 -17%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$283K +$283K +3,506 New
PCS
96
Personal CFO Solutions
New Jersey
$272K +$272K +3,371 New
GVAG
97
Great Valley Advisor Group
Delaware
$270K +$161 +2 +0.1%
GIA
98
Gladstone Institutional Advisory
Florida
$242K +$1.53K +19 +0.6%
WE
99
Wealth Effects
Massachusetts
$238K
HSA
100
HBK Sorce Advisory
Pennsylvania
$233K -$17.3K -214 -7%