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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $594M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
55
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$264K 2,835 -86 -3%
FFA
102
Farther Finance Advisors
California
$263K 2,852 +1,246 +78%
ZIM
103
Zacks Investment Management
Illinois
$249K 2,665
RFG
104
REAP Financial Group
Texas
$247K 2,652 +91 +4%
HI
105
Harbour Investments
Wisconsin
$246K 2,634 -3,772 -59%
HSA
106
HBK Sorce Advisory
Pennsylvania
$244K 2,621 -33 -1%
GIA
107
Gladstone Institutional Advisory
Florida
$242K 2,600 +60 +2%
DC
108
Davenport & Co
Virginia
$242K 2,600 +2,600 New
PTC
109
Private Trust Company
Ohio
$240K 2,575
AAS
110
Ameritas Advisory Services
Nebraska
$232K 2,511 +2,511 New
NS
111
NBC Securities
Alabama
$229K 2,456 +2 +0.1%
AF
112
Allworth Financial
California
$220K 2,357
VVP
113
Venture Visionary Partners
Ohio
$218K 2,339
ASN
114
Advisory Services Network
Georgia
$217K 2,323
PPP
115
Private Portfolio Partners
New Jersey
$211K 2,264 +27 +1%
CAM
116
Cresset Asset Management
Illinois
$205K 2,193 +2 +0.1%
WS
117
Wedbush Securities
California
$204K 2,187 +2,187 New
FF
118
Farrell Financial
New York
$200K 2,147 +2,147 New
SS
119
Sunbelt Securities
Texas
$126K 1,353
IA
120
IFP Advisors
Florida
$98.7K 1,059 -419 -28%
TFGT
121
TS Financial Group (TSFG)
Illinois
$62K 665
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$58.3K 625 -35 -5%
GRP
123
Global Retirement Partners
California
$54.5K 584 +123 +27%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$45.6K 489 +82 +20%
GWSG
125
GPS Wealth Strategies Group
Colorado
$45.3K 486 -25 -5%