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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

138 hedge funds and large institutions have $542M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
42
Reduced
57
Closed
17
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
GCA
1
Genesee Capital Advisors
New York
$5.42M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$1M
5
Jane Street
5
Jane Street
New York
$1.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PNC
5
Park National Corp
Ohio
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$231K -$25.8K -285 -10%
AF
102
Allworth Financial
California
$228K – – –
AAS
103
Ameritas Advisory Services
Nebraska
$227K – – –
FTUS
104
Flow Traders U.S.
New York
$223K +$223K +2,470 New
Jones Financial Companies
105
Jones Financial Companies
Missouri
$214K +$214K +2,365 New
VVP
106
Venture Visionary Partners
Ohio
$212K – – –
HI
107
Harbour Investments
Wisconsin
$210K -$28.4K -314 -12%
ASN
108
Advisory Services Network
Georgia
$210K -$271 -3 -0.1%
NS
109
NBC Securities
Alabama
$205K -$16.3K -181 -7%
RFG
110
REAP Financial Group
Texas
$204K -$36.4K -402 -15%
ZIM
111
Zacks Investment Management
Illinois
$203K -$38.3K -423 -16%
KPP
112
Kings Path Partners
Texas
$147K +$147K +1,627 New
GI
113
GAMMA Investing
California
$127K +$92.1K +1,018 +263%
SS
114
Sunbelt Securities
Texas
$122K – – –
TSMHT
115
Thurston Springer Miller Herd & Titak
Indiana
$106K +$106K +1,172 New
IA
116
IFP Advisors
Florida
$93.9K -$1.9K -21 -2%
CP
117
Camelot Portfolios
Ohio
$92K +$92K +1,017 New
HGERS
118
Householder Group Estate & Retirement Specialist
Arizona
$56K – – –
GRP
119
Global Retirement Partners
California
$53.9K +$1.09K +12 +2%
GWSG
120
GPS Wealth Strategies Group
Colorado
$41.1K -$2.9K -32 -7%
IAIM
121
International Assets Investment Management
Florida
$38.9K +$38.9K +430 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$38.2K -$6.06K -67 -14%
TFGT
123
TS Financial Group (TSFG)
Illinois
$33K -$27K -299 -45%
CA
124
CoreCap Advisors
Michigan
$29.9K – – –
HCP
125
Hexagon Capital Partners
Arkansas
$28.1K – – –
3 4
5
6 7