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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

165 hedge funds and large institutions have $641M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
62
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.32M
2
Morgan Stanley
Morgan Stanley
New York
+$6.98M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.34M
5
IAA
Independent Advisor Alliance
North Carolina
+$3.67M

Top Sellers

1
VF
Virtu Financial
New York
-$3.6M
2
Bank of America
Bank of America
North Carolina
-$2.56M
3
Stifel Financial
Stifel Financial
Missouri
-$957K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$688K
5
MLRA
Main Line Retirement Advisors
Montana
-$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
101
TFG Advisers
Michigan
$350K +$1.42K +14 +0.4%
AIFAIM
102
American Institute for Advanced Investment Management
Arizona
$344K -$55.1K -545 -14%
AWA
103
Arkadios Wealth Advisors
Georgia
$304K +$304K +3,008 New
WE
104
Wealth Effects
Massachusetts
$299K +$101 +1 +0%
BW
105
Bison Wealth
Georgia
$298K -$9.7K -96 -3%
PTC
106
Private Trust Company
Ohio
$297K +$37.2K +368 +14%
GVAG
107
Great Valley Advisor Group
Delaware
$291K -$45.7K -453 -14%
PWM
108
Partners Wealth Management
California
$290K +$290K +2,874 New
KPWS
109
Kestra Private Wealth Services
Texas
$290K – – –
SWP
110
Sagespring Wealth Partners
Tennessee
$280K +$280K +2,769 New
FTUS
111
Flow Traders U.S.
New York
$275K -$63K -622 -19%
GWP
112
Gateway Wealth Partners
Wisconsin
$272K -$404 -4 -0.1%
FFA
113
Farther Finance Advisors
California
$267K -$10K -99 -4%
IWM
114
IHT Wealth Management
Illinois
$265K +$51.1K +506 +24%
AAS
115
Ameritas Advisory Services
Nebraska
$254K +$101 +1 +0%
CAM
116
Cresset Asset Management
Illinois
$251K +$251K +2,487 New
AWS
117
Atria Wealth Solutions
New York
$247K -$101 -1 -0%
AF
118
Allworth Financial
California
$244K – – –
HI
119
Harbour Investments
Wisconsin
$239K +$5.15K +51 +2%
SEIA
120
Signature Estate & Investment Advisors
California
$237K +$30.5K +302 +15%
VVP
121
Venture Visionary Partners
Ohio
$236K – – –
ASN
122
Advisory Services Network
Georgia
$234K – – –
HSA
123
HBK Sorce Advisory
Pennsylvania
$231K -$12.1K -120 -5%
ZIM
124
Zacks Investment Management
Illinois
$227K – – –
FF
125
Farrell Financial
New York
$220K +$1.31K +13 +0.6%
3 4
5
6 7