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First Trust Small Cap Core AlphaDEX Fund

124 hedge funds and large institutions have $612M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
54
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$92M 986,016 +96,029 +11%
Morgan Stanley
2
Morgan Stanley
New York
$79.1M 848,596 +37,204 +5%
LPL Financial
3
LPL Financial
California
$58.1M 622,692 +175,206 +39%
Bank of America
4
Bank of America
North Carolina
$50.7M 543,304 +50,474 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$38.1M 408,841 +62,826 +18%
UBS Group
6
UBS Group
Switzerland
$19M 203,744 -3,838 -2%
RJA
7
Raymond James & Associates
Florida
$17.9M 192,188 +5,920 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$17M 182,629 +15,455 +9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$15.8M 169,797 +4,293 +3%
HAFS
10
Hapanowicz & Associates Financial Services
Pennsylvania
$15.7M 167,956 +5,156 +3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$10.5M 112,909 -899 -0.8%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.74M 104,426 +10,472 +11%
WWM
13
Western Wealth Management
Colorado
$8.97M 96,155 -1,324 -1%
HWM
14
Holloway Wealth Management
Florida
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.84M 94,779 +25,736 +37%
KAS
16
Kestra Advisory Services
Texas
$8.36M 89,663 +8,990 +11%
First Trust Advisors
17
First Trust Advisors
Illinois
$7.27M 77,952 +9,347 +14%
SWP
18
Stratos Wealth Partners
Ohio
$7.03M 75,329 +20,459 +37%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.97M 74,774 +37,562 +101%
PAG
20
Private Advisor Group
New Jersey
$6.23M 66,821 +7,810 +13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.19M 66,392 +25,694 +63%
AIA
22
Arrow Investment Advisors
Maryland
$6.04M 64,732 +7,664 +13%
RIA
23
Regal Investment Advisors
Michigan
$5.7M 61,092 +61,092 New
WP
24
WealthSource Partners
California
$5.34M 57,227 +9,411 +20%
SWAG
25
Spectrum Wealth Advisory Group
California
$5.01M 53,717 +12,224 +29%