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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$60.1M
2
Morgan Stanley
Morgan Stanley
New York
$81.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
IAA
Independent Advisor Alliance
North Carolina
$3.67M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
Bank of America
Bank of America
North Carolina
$43.2M
3
Stifel Financial
Stifel Financial
Missouri
$4.71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.3M
5
MLRA
Main Line Retirement Advisors
Montana
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
$16.6K – – –
CWC
152
Carolinas Wealth Consulting
North Carolina
$15.9K +$101 +1 +0.6%
LFG
153
Larson Financial Group
Missouri
$15.6K – – –
KA
154
Kozak & Associates
Colorado
$11.3K – – –
BTI
155
Blue Trust Inc
Georgia
$11.1K +$11.1K +110 New
SL
156
Salomon & Ludwin
Virginia
$10.1K – – –
KFI
157
Key Financial Inc
Pennsylvania
$9.8K – – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$9.4K -$3.64K -36 -28%
MG
159
Mather Group
Illinois
$6.47K – – –
Russell Investments Group
160
Russell Investments Group
United Kingdom
$6.27K +$6.27K +62 New
TFA
161
Transamerica Financial Advisors
Florida
$3K -$261 -2 -8%
SAM
162
Synergy Asset Management
Washington
$1.79K +$1.79K +18 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.31K +$1.31K +13 New
NS
164
NBC Securities
Alabama
$236 -$273K -2,311 -100%
TRCT
165
Tower Research Capital (TRC)
New York
$202 -$8.08K -80 -98%
IAIM
166
International Assets Investment Management
Florida
– -$430 -42,798 Closed
VF
167
Virtu Financial
New York
– -$3.6M -36,144 Closed
Citadel Advisors
168
Citadel Advisors
Florida
– -$502K -5,040 Closed
PCS
169
Personal CFO Solutions
New Jersey
– -$307K -3,084 Closed
FAM
170
Flaharty Asset Management
Florida
– -$64.9K -652 Closed
ME
171
McIlrath & Eck
Washington
– -$12K -120 Closed
JIP
172
Jaffetilchin Investment Partners
Florida
– -$5.16K -52 Closed
UBS AM
173
UBS AM
Illinois
– -$1.89K -19 Closed
HNB
174
Huntington National Bank
Ohio
– -$1.79K – –
GSEP
175
Golden State Equity Partners
California
– -$20 – –
3 4 5 6
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