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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $594M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
55
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$481K 5,162 -1,907 -27%
SPIA
77
Steward Partners Investment Advisory
New York
$475K 5,094 -30 -0.6%
SCA
78
Snowden Capital Advisors
New York
$453K 4,859 -169 -3%
IWN
79
Independent Wealth Network
Iowa
$432K 4,631 +15 +0.3%
SWM
80
Solano Wealth Management
California
$431K 4,620
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$415K 4,449
Goldman Sachs
82
Goldman Sachs
New York
$412K 4,424 -336 -7%
NFC
83
Northeast Financial Consultants
Connecticut
$410K 4,400
US Bancorp
84
US Bancorp
Minnesota
$409K 4,388 -526 -11%
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$395K 4,232 +907 +27%
AIFAIM
86
American Institute for Advanced Investment Management
Arizona
$393K 4,215 +355 +9%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$392K 4,207 +438 +12%
TA
88
TFG Advisers
Michigan
$378K 4,050 -33 -0.8%
EW
89
Element Wealth
Mississippi
$365K 3,919 -217 -5%
Creative Planning
90
Creative Planning
Kansas
$353K 3,781 -98 -3%
OC
91
Oppenheimer & Co
New York
$351K 3,768 -765 -17%
HPC
92
HM Payson & Co
Maine
$330K 3,540
Jane Street
93
Jane Street
New York
$316K 3,390 +3,390 New
GVAG
94
Great Valley Advisor Group
Delaware
$313K 3,355 +1 +0%
IWM
95
Iams Wealth Management
Nebraska
$312K 3,464 +3,464 New
KPWS
96
Kestra Private Wealth Services
Texas
$306K 3,287 +90 +3%
TWM
97
Trueblood Wealth Management
Ohio
$304K 3,256
PCS
98
Personal CFO Solutions
New Jersey
$285K 3,061 +89 +3%
TA
99
TKG Advisors
Indiana
$277K 2,976 +47 +2%
WE
100
Wealth Effects
Massachusetts
$276K 2,957