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First Trust Small Cap Core AlphaDEX Fund

64 hedge funds and large institutions have $401M invested in First Trust Small Cap Core AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
36
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.1M 1,544,476 +129,332 +9%
Wells Fargo
2
Wells Fargo
California
$62.7M 1,240,500 +85,401 +7%
UBS Group
3
UBS Group
Switzerland
$51.9M 1,026,447 +22,607 +2%
RJA
4
Raymond James & Associates
Florida
$25M 494,493 +44,544 +10%
AIM
5
Astor Investment Management
Illinois
$24.1M 475,729 +96,996 +26%
LPL Financial
6
LPL Financial
California
$23.6M 466,968 +47,041 +11%
BTS
7
BB&T Securities
Virginia
$18.8M 37,216 +29,570 +387%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18M 356,519 +105,977 +42%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$12.4M 244,809 +11,710 +5%
B
10
Baird
Wisconsin
$11.3M 224,431 +31,933 +17%
Bank of America
11
Bank of America
North Carolina
$8.78M 173,568 -123,031 -41%
Stifel Financial
12
Stifel Financial
Missouri
$5.64M 111,569 +34,267 +44%
HFS
13
HL Financial Services
Kentucky
$5.6M 110,751 +8,715 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.51M 108,949 +100,957 +1,263%
AGA
15
Accuvest Global Advisors
Utah
$5.09M 100,610 +100,610 New
ACM
16
Aviance Capital Management
Florida
$5.05M 99,871 +72,065 +259%
Ameriprise
17
Ameriprise
Minnesota
$4.62M 91,197 +5,239 +6%
LPT
18
Legacy Private Trust
Wisconsin
$3.93M 77,668 +56,438 +266%
Goldman Sachs
19
Goldman Sachs
New York
$2.96M 58,523 +49,067 +519%
VFS
20
VSR Financial Services
Kansas
$2.61M 51,542 +41,156 +396%
CA
21
Cetera Advisors
Colorado
$2.4M 47,632 -820 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.24M 44,336 +12,499 +39%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.24M 44,237 +25,037 +130%
ICOA
24
Investment Centers of America
North Dakota
$1.78M 35,175 +2,623 +8%
DADC
25
D.A. Davidson & Co
Montana
$1.76M 34,892 +32,167 +1,180%