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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

138 hedge funds and large institutions have $542M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
42
Reduced
57
Closed
17
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
GCA
1
Genesee Capital Advisors
New York
$5.42M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$1M
5
Jane Street
5
Jane Street
New York
$1.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PNC
5
Park National Corp
Ohio
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$465K +$4.52K +50 +1%
US Bancorp
77
US Bancorp
Minnesota
$445K +$48K +531 +12%
IWN
78
Independent Wealth Network
Iowa
$419K +$543 +6 +0.1%
SWM
79
Solano Wealth Management
California
$418K – – –
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$406K +$25.8K +285 +7%
SCA
81
Snowden Capital Advisors
New York
$401K -$38.3K -423 -9%
Goldman Sachs
82
Goldman Sachs
New York
$400K – – –
NFC
83
Northeast Financial Consultants
Connecticut
$398K – – –
Creative Planning
84
Creative Planning
Kansas
$379K +$36.6K +405 +11%
AIFAIM
85
American Institute for Advanced Investment Management
Arizona
$367K -$14K -155 -4%
T
86
Tidemark
California
$350K -$364K -4,019 -51%
OC
87
Oppenheimer & Co
New York
$334K -$7.15K -79 -2%
EW
88
Element Wealth
Mississippi
$332K -$23K -254 -6%
HPC
89
HM Payson & Co
Maine
$320K – – –
Two Sigma Investments
90
Two Sigma Investments
New York
$317K +$317K +3,500 New
TA
91
TFG Advisers
Michigan
$308K -$58K -641 -16%
GVAG
92
Great Valley Advisor Group
Delaware
$303K -$634 -7 -0.2%
TWM
93
Trueblood Wealth Management
Ohio
$301K +$6.69K +74 +2%
KPWS
94
Kestra Private Wealth Services
Texas
$280K -$17K -188 -6%
PCS
95
Personal CFO Solutions
New Jersey
$277K +$271 +3 +0.1%
WE
96
Wealth Effects
Massachusetts
$268K +$90 +1 +0%
GWP
97
Gateway Wealth Partners
Wisconsin
$254K +$254K +2,813 New
FFA
98
Farther Finance Advisors
California
$249K -$7.01K -78 -3%
HSA
99
HBK Sorce Advisory
Pennsylvania
$235K -$2.35K -26 -1%
PTC
100
Private Trust Company
Ohio
$233K – – –
2 3
4
5 6