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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 %
NB
126
NBT Bank
New York
$23.2K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$19.4K +$2.26K +25 +13%
TSWM
128
Tyler-Stone Wealth Management
Ohio
$15.2K – – –
SAM
129
Smartleaf Asset Management
Massachusetts
$14.8K – – –
CWC
130
Carolinas Wealth Consulting
North Carolina
$14.1K +$90 +1 +0.6%
LFG
131
Larson Financial Group
Missouri
$13.9K +$11.1K +122 +394%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$11.7K +$3.26K +36 +39%
ME
133
McIlrath & Eck
Washington
$10.8K – – –
KA
134
Kozak & Associates
Colorado
$9.82K – – –
SL
135
Salomon & Ludwin
Virginia
$9.05K – – –
KFI
136
Key Financial Inc
Pennsylvania
$8.78K – – –
MG
137
Mather Group
Illinois
$5.97K – – –
TFA
138
Transamerica Financial Advisors
Florida
$3K – – –
HNB
139
Huntington National Bank
Ohio
$1.63K -$1.68K – –
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
– -$3.32M -35,577 Closed
RGF
141
Retirement Guys Formula
Ohio
– -$2.12M -22,687 Closed
GSC
142
G&S Capital
Colorado
– -$1.14M -12,259 Closed
FAIM
143
Financial Advocates Investment Management
Washington
– -$494K -5,299 Closed
AWA
144
Arkadios Wealth Advisors
Georgia
– -$481K -5,162 Closed
KFGK
145
Keystone Financial Group (Kentucky)
Kentucky
– -$395K -4,232 Closed
IWM
146
Iams Wealth Management
Nebraska
– -$312K -3,464 Closed
TA
147
TKG Advisors
Indiana
– -$277K -2,976 Closed
DC
148
Davenport & Co
Virginia
– -$242K -2,600 Closed
GIA
149
Gladstone Institutional Advisory
Florida
– -$242K -2,600 Closed
PPP
150
Private Portfolio Partners
New Jersey
– -$211K -2,264 Closed
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