FYX icon

First Trust Small Cap Core AlphaDEX Fund

132 hedge funds and large institutions have $508M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$231K +$231K +2,892 New
FFA
102
Farther Finance Advisors
California
$229K -$47.1K -584 -17%
AWM
103
AE Wealth Management
Kansas
$225K -$968 -12 -0.4%
ZIM
104
Zacks Investment Management
Illinois
$215K +$215K +2,665 New
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$208K -$24.8K -308 -11%
PTC
106
Private Trust Company
Ohio
$208K
NS
107
NBC Securities
Alabama
$197K +$197K +2,446 New
AF
108
Allworth Financial
California
$190K -$4.44K -55 -2%
IA
109
IFP Advisors
Florida
$145K -$97.4K -1,208 -40%
SS
110
Sunbelt Securities
Texas
$109K
CHC
111
City Holding Co
West Virginia
$92.3K
SIS
112
Strategic Investment Solutions
Illinois
$71K +$71K +851 New
FAM
113
Flaharty Asset Management
Florida
$60.1K +$60.1K +745 New
TRCT
114
Tower Research Capital (TRC)
New York
$58.8K -$16.6K -206 -22%
HGERS
115
Householder Group Estate & Retirement Specialist
Arizona
$53.2K +$53.2K +660 New
GWSG
116
GPS Wealth Strategies Group
Colorado
$41.2K
AssetMark Inc
117
AssetMark Inc
California
$38.3K -$50K -620 -57%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$32.7K -$323 -4 -1%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$28K -$7.99K -99 -22%
HCP
120
Hexagon Capital Partners
Arkansas
$25.1K
Legacy Financial Group (Iowa)
121
Legacy Financial Group (Iowa)
Iowa
$21.1K +$21.1K +262 New
BWP
122
Baldwin Wealth Partners
Massachusetts
$19.4K
GRP
123
Global Retirement Partners
California
$17.4K
TSWM
124
Tyler-Stone Wealth Management
Ohio
$14K
AA
125
AlphaMark Advisors
Kentucky
$14K