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First Trust Small Cap Core AlphaDEX Fund

95 hedge funds and large institutions have $356M invested in First Trust Small Cap Core AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
39
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$84.3M 1,277,383 +305,316 +31%
Morgan Stanley
2
Morgan Stanley
New York
$53M 802,013 +57,602 +8%
UBS Group
3
UBS Group
Switzerland
$24M 363,433 +41,911 +13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.5M 296,052 +16,008 +6%
AIA
5
Arrow Investment Advisors
Maryland
$14.8M 224,079 +224,079 New
LPL Financial
6
LPL Financial
California
$14.6M 221,394 +22,396 +11%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$12.9M 194,886 +3,045 +2%
Bank of America
8
Bank of America
North Carolina
$10.3M 156,058 -14,992 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.27M 140,380 -758 -0.5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.12M 138,081 +17,389 +14%
RJA
11
Raymond James & Associates
Florida
$8.09M 122,549 +26,714 +28%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.46M 97,769 +1,136 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.52M 83,677 +8,326 +11%
HFS
14
HL Financial Services
Kentucky
$5.1M 77,232 +470 +0.6%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.2M 63,580 +39,430 +163%
DWA
16
Dorsey Wright & Associates
California
$4.18M 63,342 +63,342 New
FAAS
17
First Allied Advisory Services
California
$4.11M 62,279 +2,899 +5%
BTS
18
BB&T Securities
Virginia
$3.99M 60,396 +55,786 +1,210%
DADC
19
D.A. Davidson & Co
Montana
$3.87M 58,572 +4,732 +9%
AG
20
Advisor Group
Arizona
$3.75M 56,790 +4,618 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.64M 55,188 -1,813 -3%
LPT
22
Legacy Private Trust
Wisconsin
$3.49M 52,851 -17,593 -25%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.63M 39,763 +4,737 +14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.57M 38,921 +16,283 +72%
CWM
25
Cornerstone Wealth Management
Missouri
$2.57M 170,642 +170,642 New