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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
RJA
2
Raymond James & Associates
Florida
$24M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$20.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
LPL Financial
2
LPL Financial
California
$50.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$33.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Ameritas Advisory Services
Nebraska
– -$231K -2,892 Closed
SIS
152
Strategic Investment Solutions
Illinois
– -$71K -851 Closed
FAM
153
Flaharty Asset Management
Florida
– -$60.1K -745 Closed
AssetMark Inc
154
AssetMark Inc
California
– -$38.3K -475 Closed
Legacy Financial Group (Iowa)
155
Legacy Financial Group (Iowa)
Iowa
– -$21.1K -262 Closed
BWP
156
Baldwin Wealth Partners
Massachusetts
– -$19.4K -240 Closed
BTI
157
Blue Trust Inc
Georgia
– -$10K -126 Closed
3 4 5 6
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