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First Trust Small Cap Core AlphaDEX Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$215K
BTWM
127
Brass Tax Wealth Management
Ohio
$211K
JWCA
128
J.W. Cole Advisors
Florida
$210K +$404 +4 +0.2%
AA
129
Armis Advisers
Georgia
$205K +$205K +2,030 New
AI
130
Atria Investments
North Carolina
$203K +$203K +2,006 New
RFG
131
REAP Financial Group
Texas
$180K +$505 +5 +0.3%
KPP
132
Kings Path Partners
Texas
$164K
GI
133
GAMMA Investing
California
$142K
SS
134
Sunbelt Securities
Texas
$136K
IA
135
IFP Advisors
Florida
$131K +$28.9K +286 +28%
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$120K +$202 +2 +0.2%
CAWM
137
Capital A Wealth Management
Pennsylvania
$109K +$109K +1,075 New
WSFS
138
Wilmington Savings Fund Society
Delaware
$85.9K
HGERS
139
Householder Group Estate & Retirement Specialist
Arizona
$59K
MAS
140
MPWM Advisory Solutions
Georgia
$58K +$58K +574 New
SIM
141
Synergy Investment Management
Florida
$53.8K +$53.8K +532 New
GRP
142
Global Retirement Partners
California
$35.4K -$13K -129 -27%
TFGT
143
TS Financial Group (TSFG)
Illinois
$35K +$102 +1 +0.3%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$34.2K -$56K -554 -62%
CA
145
CoreCap Advisors
Michigan
$33.4K
HCP
146
Hexagon Capital Partners
Arkansas
$31.4K
NB
147
NBT Bank
New York
$26K
CFB
148
Cullen/Frost Bankers
Texas
$20.4K +$20.4K +202 New
BF
149
BOK Financial
Oklahoma
$19.6K
QCG
150
Quadrant Capital Group
Ohio
$17.7K