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First Trust Small Cap Core AlphaDEX Fund

125 hedge funds and large institutions have $584M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
1.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
45
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QA
101
Quantitative Advantage
Minnesota
$207K +$207K +2,259 New
IA
102
Insight Advisors
Pennsylvania
$205K -$4.39K -48 -2%
APA
103
American Portfolios Advisors
New York
$203K
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$140K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$128K -$6.96K -76 -5%
US Bancorp
106
US Bancorp
Minnesota
$121K
CHC
107
City Holding Co
West Virginia
$105K
GWSG
108
GPS Wealth Strategies Group
Colorado
$81K
SAM
109
Strategic Asset Management
Minnesota
$79K
HR
110
Howe & Rusling
New York
$44K
CFGS
111
Concourse Financial Group Securities
Alabama
$33K -$436K -4,795 -93%
CFD
112
Creative Financial Designs
Indiana
$26K -$279 -3 -1%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$25K +$93 +1 +0.4%
BWP
114
Baldwin Wealth Partners
Massachusetts
$22K
HCP
115
Hexagon Capital Partners
Arkansas
$18K
CWC
116
Carolinas Wealth Consulting
North Carolina
$14K +$92 +1 +0.7%
GRP
117
Global Retirement Partners
California
$14K +$14K +171 New
SWM
118
Spire Wealth Management
Virginia
$13K +$88 +1 +0.7%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$11K
KA
120
Kozak & Associates
Colorado
$10K
SPWG
121
Sage Private Wealth Group
Illinois
$8K +$91 +1 +1%
ACK
122
Andrew C. Karlinski
$8K +$8K +85 New
TSWM
123
Tyler-Stone Wealth Management
Ohio
$6K
AF
124
Advisornet Financial
Minnesota
$3K
LFG
125
Larson Financial Group
Missouri
$3K