FYX icon

First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $624M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
44
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
101
TKG Advisors
Indiana
$268K +$268K +2,929 New
AWS
102
Atria Wealth Solutions
New York
$267K -$1.52M -16,579 -85%
ZIM
103
Zacks Investment Management
Illinois
$244K
HSA
104
HBK Sorce Advisory
Pennsylvania
$243K -$21.7K -237 -8%
PS
105
Principal Securities
Iowa
$238K +$238K +2,601 New
PTC
106
Private Trust Company
Ohio
$236K
MW
107
Maia Wealth
Colorado
$234K +$234K +2,561 New
RFG
108
REAP Financial Group
Texas
$234K +$234K +2,561 New
GIA
109
Gladstone Institutional Advisory
Florida
$233K -$42.2K -461 -15%
NS
110
NBC Securities
Alabama
$224K +$730 +8 +0.3%
RJT
111
Raymond James Trust
Florida
$216K +$216K +2,362 New
AF
112
Allworth Financial
California
$216K
VVP
113
Venture Visionary Partners
Ohio
$214K +$214K +2,339 New
ASN
114
Advisory Services Network
Georgia
$213K +$213K +2,323 New
Ameriprise
115
Ameriprise
Minnesota
$209K +$209K +2,278 New
PPP
116
Private Portfolio Partners
New Jersey
$205K +$205K +2,237 New
CAM
117
Cresset Asset Management
Illinois
$201K +$201K +2,191 New
WDL
118
Well Done LLC
Michigan
$201K +$201K +2,191 New
FFA
119
Farther Finance Advisors
California
$147K -$113K -1,239 -44%
IA
120
IFP Advisors
Florida
$135K -$29.6K -323 -18%
SS
121
Sunbelt Securities
Texas
$124K
TFGT
122
TS Financial Group (TSFG)
Illinois
$61K +$61K +665 New
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
$60K
GWSG
124
GPS Wealth Strategies Group
Colorado
$46.8K
GRP
125
Global Retirement Partners
California
$39.9K +$20.6K +238 +107%