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First Trust Small Cap Core AlphaDEX Fund

125 hedge funds and large institutions have $503M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
45
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$184K +$122K +1,518 +198%
HNB
102
Huntington National Bank
Ohio
$161K
PTC
103
Private Trust Company
Ohio
$148K -$113K -1,400 -43%
SS
104
Sunbelt Securities
Texas
$107K +$107K +1,353 New
CHC
105
City Holding Co
West Virginia
$92.3K
TRCT
106
Tower Research Capital (TRC)
New York
$88K +$88K +1,090 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$62.3K -$968 -12 -2%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$61.2K +$10.9K +135 +22%
HGERS
109
Householder Group Estate & Retirement Specialist
Arizona
$53K +$53K +660 New
GWSG
110
GPS Wealth Strategies Group
Colorado
$41.4K +$41.4K +514 New
HCP
111
Hexagon Capital Partners
Arkansas
$25.1K +$9.27K +115 +59%
GRP
112
Global Retirement Partners
California
$22.5K +$76 +1 +0.3%
BWP
113
Baldwin Wealth Partners
Massachusetts
$19.3K
AA
114
AlphaMark Advisors
Kentucky
$14K -$120K -1,505 -90%
CWC
115
Carolinas Wealth Consulting
North Carolina
$12.3K
PB
116
Pinnacle Bancorp
Nebraska
$12.1K
KA
117
Kozak & Associates
Colorado
$8.63K
KFI
118
Key Financial Inc
Pennsylvania
$7.82K
ASN
119
Advisory Services Network
Georgia
$7.51K
CFGS
120
Concourse Financial Group Securities
Alabama
$6.05K
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$4.7K -$813 -10,086 -15%
IGWM
122
ICA Group Wealth Management
Colorado
$3.31K
NA
123
NewEdge Advisors
Louisiana
$2.84K -$6.81K -84 -71%
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.82K +$2.82K +35 New
LFG
125
Larson Financial Group
Missouri
$2.5K