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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $624M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
44
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$469K +$45.8K +500 +11%
SCA
77
Snowden Capital Advisors
New York
$460K -$3.2K -35 -0.7%
T
78
Tidemark
California
$456K +$456K +4,977 New
US Bancorp
79
US Bancorp
Minnesota
$450K
Goldman Sachs
80
Goldman Sachs
New York
$436K +$30.8K +336 +8%
SWM
81
Solano Wealth Management
California
$423K -$45.8K -500 -10%
IWN
82
Independent Wealth Network
Iowa
$423K -$5.22K -57 -1%
OC
83
Oppenheimer & Co
New York
$415K -$8.33K -91 -2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$407K
NFC
85
Northeast Financial Consultants
Connecticut
$403K
EW
86
Element Wealth
Mississippi
$379K -$21K -229 -5%
TA
87
TFG Advisers
Michigan
$374K -$67.9K -742 -15%
CAS
88
Coppell Advisory Solutions
Texas
$372K -$1.33M -14,562 -78%
Creative Planning
89
Creative Planning
Kansas
$355K -$5.59K -61 -2%
AIFAIM
90
American Institute for Advanced Investment Management
Arizona
$353K -$398K -4,351 -53%
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$345K +$24.1K +263 +8%
HPC
92
HM Payson & Co
Maine
$324K
IWM
93
IHT Wealth Management
Illinois
$320K +$320K +3,497 New
GVAG
94
Great Valley Advisor Group
Delaware
$307K +$458 +5 +0.1%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$304K +$68.2K +745 +29%
TWM
96
Trueblood Wealth Management
Ohio
$298K +$298K +3,256 New
KPWS
97
Kestra Private Wealth Services
Texas
$293K -$46.1K -503 -14%
AWM
98
AE Wealth Management
Kansas
$288K +$39.1K +438 +16%
PCS
99
Personal CFO Solutions
New Jersey
$272K -$36.5K -399 -12%
WE
100
Wealth Effects
Massachusetts
$271K +$92 +1 +0%