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First Trust Small Cap Core AlphaDEX Fund

123 hedge funds and large institutions have $498M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Allworth Financial
California
$198K -$259K -3,145 -57%
SS
102
Sunbelt Securities
Texas
$111K
CHC
103
City Holding Co
West Virginia
$94.2K
AssetMark Inc
104
AssetMark Inc
California
$90.1K +$90.1K +1,095 New
TRCT
105
Tower Research Capital (TRC)
New York
$76.9K -$12.8K -155 -14%
CAS
106
Coppell Advisory Solutions
Texas
$55.7K -$1.46M -17,770 -96%
PPWM
107
PFG Private Wealth Management
Florida
$42.2K +$42.2K +513 New
GWSG
108
GPS Wealth Strategies Group
Colorado
$42K -$247 -3 -0.6%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$36.7K -$26.9K -327 -42%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$33.7K -$28.7K -349 -46%
HCP
111
Hexagon Capital Partners
Arkansas
$25.6K
BWP
112
Baldwin Wealth Partners
Massachusetts
$19.7K
GRP
113
Global Retirement Partners
California
$18.3K -$6.01K -73 -25%
AA
114
AlphaMark Advisors
Kentucky
$14K
TSWM
115
Tyler-Stone Wealth Management
Ohio
$14K +$14K +168 New
CWC
116
Carolinas Wealth Consulting
North Carolina
$12.6K +$82 +1 +0.7%
KA
117
Kozak & Associates
Colorado
$8.93K +$83 +1 +0.9%
KFI
118
Key Financial Inc
Pennsylvania
$7.98K
PB
119
Pinnacle Bancorp
Nebraska
$4.11K -$8.23K -100 -67%
IGWM
120
ICA Group Wealth Management
Colorado
$3.37K
TFA
121
Transamerica Financial Advisors
Florida
$3K
LFG
122
Larson Financial Group
Missouri
$2.55K
SWAG
123
Spectrum Wealth Advisory Group
California
-$5.48M -67,990 Closed
Citadel Advisors
124
Citadel Advisors
Florida
-$1.08M -13,407 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$738K -9,153 Closed