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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 %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$37.3K +$92 +1 +0.2%
GI
127
GAMMA Investing
California
$33.9K +$33.9K +387 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$31.8K
HCP
129
Hexagon Capital Partners
Arkansas
$28.5K
NB
130
NBT Bank
New York
$23.5K +$23.5K +257 New
AA
131
AlphaMark Advisors
Kentucky
$16K
TSWM
132
Tyler-Stone Wealth Management
Ohio
$15.4K
SAM
133
Smartleaf Asset Management
Massachusetts
$15.3K +$15.3K +165 New
CWC
134
Carolinas Wealth Consulting
North Carolina
$14.2K +$91 +1 +0.6%
TRCT
135
Tower Research Capital (TRC)
New York
$12.3K -$54.5K -595 -82%
MFT
136
Moisand Fitzgerald Tamayo
Florida
$10.5K +$10.5K +115 New
KA
137
Kozak & Associates
Colorado
$9.39K
KFI
138
Key Financial Inc
Pennsylvania
$8.88K
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$5.68K
IGWM
140
ICA Group Wealth Management
Colorado
$3.75K +$3.75K +41 New
TFA
141
Transamerica Financial Advisors
Florida
$3K
LFG
142
Larson Financial Group
Missouri
$2.84K
OP
143
ORG Partners
Indiana
$1.37K +$1.37K +15 New
AWM
144
Able Wealth Management
New Jersey
$1.04K +$1.04K +11 New
Citadel Advisors
145
Citadel Advisors
Florida
-$5.15M -63,837 Closed
FTUS
146
Flow Traders U.S.
New York
-$1.59M -19,760 Closed
VF
147
Virtu Financial
New York
-$994K -12,326 Closed
OMC
148
Old Mission Capital
Illinois
-$680K -8,426 Closed
KAS
149
KPP Advisory Services
Kentucky
-$466K -5,777 Closed
IWM
150
Iams Wealth Management
Nebraska
-$405K -5,026 Closed