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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

98 hedge funds and large institutions have $444M invested in First Trust Small Cap Core AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
45
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pinnacle Family Advisors
Missouri
$17.2M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
BTS
3
BB&T Securities
Virginia
$16M
4
PAG
4
Private Advisor Group
New Jersey
$7.59M
5
RJA
5
Raymond James & Associates
Florida
$14.2M

Top Sellers

1
HAFS
1
Hapanowicz & Associates Financial Services
Pennsylvania
$8.04M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.82M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.74M
4
PGA
4
Premia Global Advisors
Florida
$892K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
– -$205K -3,100 Closed
VFA
102
Valeo Financial Advisors
Indiana
– -$150K -2,227 Closed
SWPG
103
Strategic Wealth Partners Group
Illinois
– -$92.6K -1,402 Closed
AWA
104
Acorn Wealth Advisors
Michigan
– -$46K -694 Closed
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$16K -239 Closed
CF
106
Centaurus Financial
California
– -$10K -147 Closed
BCP
107
Blackhawk Capital Partners
Wisconsin
– -$7K -111 Closed
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5