FYX icon

First Trust Small Cap Core AlphaDEX Fund

75 hedge funds and large institutions have $246M invested in First Trust Small Cap Core AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
36
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$46.7M 791,169 -93,048 -11%
Morgan Stanley
2
Morgan Stanley
New York
$46.4M 787,094 -7,172 -0.9%
UBS Group
3
UBS Group
Switzerland
$16M 271,661 -24,174 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.7M 231,848 +2,546 +1%
HAFS
5
Hapanowicz & Associates Financial Services
Pennsylvania
$11M 185,530 +18,262 +11%
LPL Financial
6
LPL Financial
California
$10.9M 185,634 +5,263 +3%
Bank of America
7
Bank of America
North Carolina
$10.6M 179,347 +2,697 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.21M 122,218 -12,390 -9%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$6.38M 108,235 +2,394 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.94M 100,762 +38,378 +62%
HFS
11
HL Financial Services
Kentucky
$4.89M 82,883 -5,207 -6%
Stifel Financial
12
Stifel Financial
Missouri
$4.5M 76,186 -2,089 -3%
LPT
13
Legacy Private Trust
Wisconsin
$4.45M 75,525 -8,825 -10%
RJA
14
Raymond James & Associates
Florida
$4.31M 72,998 +1,878 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.21M 71,331 +2,102 +3%
CS
16
Credit Suisse
Switzerland
$3.46M 58,639 +36,233 +162%
IH
17
IFC Holdings
Florida
$2.83M 48,041 +3,703 +8%
AG
18
Advisor Group
Arizona
$2.72M 46,084 +2,488 +6%
RIA
19
Regal Investment Advisors
Michigan
$2.62M 44,423 +396 +0.9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.34M 39,610 +4,876 +14%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.19M 37,083 +2,346 +7%
CCA
22
Clearwater Capital Advisors
Illinois
$1.85M 31,236 +4,162 +15%
FAAS
23
First Allied Advisory Services
California
$1.79M 30,258 -5,053 -14%
DADC
24
D.A. Davidson & Co
Montana
$1.73M 29,279 +5,215 +22%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.67M 28,342 +962 +4%