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First Trust Small Cap Core AlphaDEX Fund

133 hedge funds and large institutions have $625M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
43
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$90.1M 928,385 -17,223 -2%
Morgan Stanley
2
Morgan Stanley
New York
$70M 721,662 -57,360 -7%
Bank of America
3
Bank of America
North Carolina
$60.1M 619,023 +50,783 +9%
LPL Financial
4
LPL Financial
California
$55.4M 570,501 +53,099 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.4M 467,353 +12,138 +3%
UBS Group
6
UBS Group
Switzerland
$20.6M 211,883 +5,575 +3%
RJA
7
Raymond James & Associates
Florida
$19.3M 198,930 +9,910 +5%
HAFS
8
Hapanowicz & Associates Financial Services
Pennsylvania
$17.8M 183,161 +6,420 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.2M 177,052 +18,445 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15M 154,490 +23,705 +18%
KAS
11
Kestra Advisory Services
Texas
$12.2M 125,508 +29,461 +31%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11.3M 116,108 +19,555 +20%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$10.3M 106,391 -2,177 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.37M 86,265 +7,918 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.23M 84,744 -16,625 -16%
WWM
16
Western Wealth Management
Colorado
$8.12M 83,727 +83,727 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$7.19M 74,080 +1,435 +2%
HWM
18
Holloway Wealth Management
Florida
PAG
19
Private Advisor Group
New Jersey
$7.06M 72,684 +1,767 +2%
RIA
20
Regal Investment Advisors
Michigan
$6.22M 64,069 +1,056 +2%
WP
21
WealthSource Partners
California
$5.83M 60,081 -184 -0.3%
AIA
22
Arrow Investment Advisors
Maryland
$5.65M 58,215 -3,738 -6%
SWAG
23
Spectrum Wealth Advisory Group
California
$5.65M 58,171 +2,097 +4%
SWP
24
Stratos Wealth Partners
Ohio
$5.39M 55,521 -10,330 -16%
RGF
25
Retirement Guys Formula
Ohio
$4.54M 46,786 +46,786 New