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First Trust Small Cap Core AlphaDEX Fund

133 hedge funds and large institutions have $625M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
43
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VVP
101
Venture Visionary Partners
Ohio
$227K
JIP
102
Jaffetilchin Investment Partners
Florida
$226K +$226K +2,325 New
IA
103
Insight Advisors
Pennsylvania
$222K -$18.4K -190 -8%
APA
104
American Portfolios Advisors
New York
$215K +$17.3K +178 +9%
EE
105
EWG Elevate
California
$208K +$208K +2,142 New
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$148K -$19.4K -200 -12%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$143K -$4.56K -47 -3%
US Bancorp
108
US Bancorp
Minnesota
$128K
CHC
109
City Holding Co
West Virginia
$105K
GWSG
110
GPS Wealth Strategies Group
Colorado
$86K +$35.5K +366 +70%
SAM
111
Strategic Asset Management
Minnesota
$84K
CA
112
CoreCap Advisors
Michigan
$49K +$49K +501 New
HR
113
Howe & Rusling
New York
$47K
TCWM
114
Total Clarity Wealth Management
Illinois
$45K +$45K +465 New
CFD
115
Creative Financial Designs
Indiana
$28K -$989 -10 -3%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$26K -$97 -1 -0.4%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$26K
IA
118
IFP Advisors
Florida
$24K -$5.03K -49 -17%
BWP
119
Baldwin Wealth Partners
Massachusetts
$23K
HCP
120
Hexagon Capital Partners
Arkansas
$19K
NFG
121
Next Financial Group
Texas
$17K
CWC
122
Carolinas Wealth Consulting
North Carolina
$15K -$52.2K -525 -78%
SWM
123
Spire Wealth Management
Virginia
$14K
CWS
124
Confluence Wealth Services
Pennsylvania
$14K +$14K +152 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$11K