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First Trust Small Cap Core AlphaDEX Fund

98 hedge funds and large institutions have $444M invested in First Trust Small Cap Core AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
45
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$103M 1,490,413 +213,030 +17%
Morgan Stanley
2
Morgan Stanley
New York
$59.5M 863,447 +61,434 +8%
UBS Group
3
UBS Group
Switzerland
$26M 376,412 +12,979 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.8M 330,042 +33,990 +11%
LPL Financial
5
LPL Financial
California
$17.3M 250,890 +29,496 +13%
PFA
6
Pinnacle Family Advisors
Missouri
$17.2M 248,889 +244,291 +5,313%
BTS
7
BB&T Securities
Virginia
$16M 232,046 +171,650 +284%
AIA
8
Arrow Investment Advisors
Maryland
$14.9M 216,311 -7,768 -3%
RJA
9
Raymond James & Associates
Florida
$14.2M 206,016 +83,467 +68%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.4M 165,648 +25,268 +18%
Bank of America
11
Bank of America
North Carolina
$10.2M 148,543 -7,515 -5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$9.57M 140,674 +2,593 +2%
FAAS
13
First Allied Advisory Services
California
$8.94M 129,707 +67,428 +108%
HAFS
14
Hapanowicz & Associates Financial Services
Pennsylvania
$8.04M 118,292 -76,594 -39%
PAG
15
Private Advisor Group
New Jersey
$7.59M 110,058 +110,058 New
CWM
16
Cornerstone Wealth Management
Missouri
$5.67M 335,314 +164,672 +97%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.44M 78,929 -18,840 -19%
HFS
18
HL Financial Services
Kentucky
$5.33M 77,329 +97 +0.1%
AG
19
Advisor Group
Arizona
$4.87M 70,536 +13,746 +24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.58M 66,445 +11,257 +20%
DADC
21
D.A. Davidson & Co
Montana
$4.16M 60,247 +1,675 +3%
DWA
22
Dorsey Wright & Associates
California
$4.01M 58,179 -5,163 -8%
LPT
23
Legacy Private Trust
Wisconsin
$3.34M 48,359 -4,492 -8%
SCA
24
Snowden Capital Advisors
New York
$3.06M 44,440 +28,345 +176%
RIA
25
Regal Investment Advisors
Michigan
$3.03M 43,914 +6,762 +18%