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First Trust Small Cap Core AlphaDEX Fund

105 hedge funds and large institutions have $313M invested in First Trust Small Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
39
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$60.2M 976,082 -12,866 -1%
Morgan Stanley
2
Morgan Stanley
New York
$38.9M 630,221 -47,381 -7%
UBS Group
3
UBS Group
Switzerland
$28.6M 463,097 +27,788 +6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.3M 442,868 +35,113 +9%
LPL Financial
5
LPL Financial
California
$17.2M 278,524 +22,770 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14M 227,268 +47,940 +27%
RJA
7
Raymond James & Associates
Florida
$10.3M 166,513 -1,567 -0.9%
Bank of America
8
Bank of America
North Carolina
$8.73M 141,552 +17,037 +14%
Goldman Sachs
9
Goldman Sachs
New York
$7.55M 122,428 +122,428 New
HAFS
10
Hapanowicz & Associates Financial Services
Pennsylvania
$7.19M 116,558 -4,026 -3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.99M 80,813 +172 +0.2%
HFS
12
HL Financial Services
Kentucky
$4.51M 73,159 -1,555 -2%
CS
13
Credit Suisse
Switzerland
$4.4M 71,349 -7,732 -10%
AG
14
Advisor Group
Arizona
$4.17M 67,629 -912 -1%
DADC
15
D.A. Davidson & Co
Montana
$4.12M 66,852 +2,143 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.09M 66,345 +16,697 +34%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.45M 55,989 +17,546 +46%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.43M 55,613 -26,868 -33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.13M 50,743 -15,709 -24%
RIA
20
Regal Investment Advisors
Michigan
$3.05M 49,425 +446 +0.9%
CWS
21
Cypress Wealth Services
California
$2.46M 39,822 +7,470 +23%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.39M 38,600 +1,916 +5%
US Bancorp
23
US Bancorp
Minnesota
$2.28M 36,990 +3,160 +9%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.22M 36,001 +5,727 +19%
FAAS
25
First Allied Advisory Services
California
$2.13M 34,504 -30,573 -47%