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First Trust Small Cap Core AlphaDEX Fund

112 hedge funds and large institutions have $524M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
37
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$80.6M 889,987 +235,389 +36%
Morgan Stanley
2
Morgan Stanley
New York
$73.5M 811,392 +300,480 +59%
Bank of America
3
Bank of America
North Carolina
$44.7M 492,830 +367,595 +294%
LPL Financial
4
LPL Financial
California
$40.5M 447,486 +246,772 +123%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.3M 346,015 +174,138 +101%
UBS Group
6
UBS Group
Switzerland
$18.8M 207,582 -133,121 -39%
RJA
7
Raymond James & Associates
Florida
$16.9M 186,268 -42,776 -19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.1M 167,174 +57,846 +53%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$15M 165,504 +21,129 +15%
HAFS
10
Hapanowicz & Associates Financial Services
Pennsylvania
$14.8M 162,800 -30,635 -16%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$10.3M 113,808 +41,821 +58%
WWM
12
Western Wealth Management
Colorado
$8.83M 97,479 +61,409 +170%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.51M 93,954 +17,369 +23%
HWM
14
Holloway Wealth Management
Florida
KAS
15
Kestra Advisory Services
Texas
$7.31M 80,673 +31,429 +64%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.26M 69,043 +15,770 +30%
First Trust Advisors
17
First Trust Advisors
Illinois
$6.22M 68,605 +62,790 +1,080%
PAG
18
Private Advisor Group
New Jersey
$5.35M 59,011 +55,045 +1,388%
SFS
19
Sowell Financial Services
Arkansas
$5.35M 57,288 +57,288 New
AIA
20
Arrow Investment Advisors
Maryland
$5.17M 57,068 -5,025 -8%
SWP
21
Stratos Wealth Partners
Ohio
$4.97M 54,870 +43,412 +379%
WP
22
WealthSource Partners
California
$4.33M 47,816 +47,816 New
SMF
23
Sterling Manor Financial
New York
$3.86M 42,583 +3,478 +9%
SWAG
24
Spectrum Wealth Advisory Group
California
$3.76M 41,493 +41,493 New
DADC
25
D.A. Davidson & Co
Montana
$3.7M 40,876 -1,328 -3%