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First Trust Small Cap Core AlphaDEX Fund

133 hedge funds and large institutions have $625M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
43
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
126
Kozak & Associates
Colorado
$10K
SPWG
127
Sage Private Wealth Group
Illinois
$8K
TSWM
128
Tyler-Stone Wealth Management
Ohio
$7K +$7K +68 New
CCM
129
Covington Capital Management
California
$5K -$16.5K -178 -77%
FHC
130
First Heartland Consultants
Missouri
$4.87K +$934 +9,628 +24%
MAM
131
Meeder Asset Management
Ohio
$3K
AF
132
Advisornet Financial
Minnesota
$3K
HNB
133
Huntington National Bank
Ohio
$3K
LFG
134
Larson Financial Group
Missouri
$3K +$3K +31 New
PA
135
PSI Advisors
Florida
$2K
LA
136
LexAurum Advisors
Kansas
-$3.27M -35,741 Closed
HIS
137
Harvest Investment Services
Illinois
-$1.65M -18,025 Closed
CWA
138
Clarus Wealth Advisors
Arizona
-$460K -4,939 Closed
ASN
139
Advisory Services Network
Georgia
-$306K -3,344 Closed
Ameriprise
140
Ameriprise
Minnesota
-$294K -3,212 Closed
KIG
141
Kowal Investment Group
Wisconsin
-$105K -1,145 Closed
JCM
142
Jacobi Capital Management
Pennsylvania
-$82K -894 Closed
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
-$76K -840 Closed
TFA
144
Transamerica Financial Advisors
Florida
-$35K -372 Closed
QCG
145
Quadrant Capital Group
Ohio
-$5K -56 Closed