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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

165 hedge funds and large institutions have $641M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
62
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$60.1M
2
Morgan Stanley
Morgan Stanley
New York
$81.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
IAA
Independent Advisor Alliance
North Carolina
$3.67M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
Bank of America
Bank of America
North Carolina
$43.2M
3
Stifel Financial
Stifel Financial
Missouri
$4.71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.3M
5
MLRA
Main Line Retirement Advisors
Montana
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$557K +$7.07K +70 +1%
SI
77
Stephens Inc
Arkansas
$556K – – –
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$532K +$9.8K +97 +2%
US Bancorp
79
US Bancorp
Minnesota
$497K -$10.1K -100 -2%
BAM
80
Belpointe Asset Management
Nevada
$492K +$24.4K +247 +5%
DFA
81
DHJJ Financial Advisors
Illinois
$486K +$202 +2 +0%
MQWP
82
Morey & Quinn Wealth Partners
Nebraska
$484K +$484K +4,793 New
AAP
83
Arax Advisory Partners
Colorado
$482K +$482K +4,770 New
SF
84
Synovus Financial
Georgia
$481K +$481K +4,749 New
ALA
85
Atlas Legacy Advisors
California
$473K +$473K +4,682 New
MA
86
MONECO Advisors
Connecticut
$467K -$307K -3,037 -40%
PIAS
87
PCA Investment Advisory Services
Ohio
$457K -$1.42K -14 -0.3%
IWN
88
Independent Wealth Network
Iowa
$452K -$12.7K -126 -3%
Goldman Sachs
89
Goldman Sachs
New York
$447K – – –
SCA
90
Snowden Capital Advisors
New York
$447K +$404 +4 +0.1%
NFC
91
Northeast Financial Consultants
Connecticut
$445K – – –
TWM
92
Trueblood Wealth Management
Ohio
$443K +$30.1K +298 +7%
SWIA
93
Solano Wealth Investment Advisors
California
$438K +$438K +4,337 New
T
94
Tidemark
California
$425K +$62.7K +620 +17%
Jane Street
95
Jane Street
New York
$408K -$363K -3,593 -47%
NA
96
NewEdge Advisors
Louisiana
$381K -$140K -1,389 -27%
Creative Planning
97
Creative Planning
Kansas
$379K -$72.6K -718 -16%
EW
98
Element Wealth
Mississippi
$365K -$3.34K -33 -0.9%
HPC
99
HM Payson & Co
Maine
$358K – – –
Mariner
100
Mariner
Kansas
$351K -$65.7K -650 -16%
2 3
4
5 6