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First Trust Small Cap Core AlphaDEX Fund

125 hedge funds and large institutions have $584M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
1.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
45
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.4M 812,645 +90,983 +13%
Bank of America
2
Bank of America
North Carolina
$71M 775,204 +156,181 +25%
Wells Fargo
3
Wells Fargo
California
$69.4M 757,593 -170,792 -18%
LPL Financial
4
LPL Financial
California
$50.5M 551,709 -18,792 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$42.5M 464,502 -2,851 -0.6%
UBS Group
6
UBS Group
Switzerland
$19.3M 211,165 -718 -0.3%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$17.5M 190,661 +7,500 +4%
RJA
8
Raymond James & Associates
Florida
$16.9M 184,559 -14,371 -7%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$14.3M 156,596 -20,456 -12%
WWM
10
Western Wealth Management
Colorado
$14.2M 155,610 +71,883 +86%
KAS
11
Kestra Advisory Services
Texas
$11.9M 130,122 +4,614 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M 116,654 -37,836 -24%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.97M 108,852 +2,461 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.55M 82,458 -3,807 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.12M 77,779 +3,699 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.03M 76,528 -8,216 -10%
PAG
17
Private Advisor Group
New Jersey
$6.85M 74,828 +2,144 +3%
HWM
18
Holloway Wealth Management
Florida
SWAG
19
Spectrum Wealth Advisory Group
California
$6M 65,474 +7,303 +13%
WP
20
WealthSource Partners
California
$5.99M 65,422 +5,341 +9%
RIA
21
Regal Investment Advisors
Michigan
$5.96M 65,033 +964 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.39M 58,855 -57,253 -49%
AWM
23
Avaii Wealth Management
Wisconsin
$4.94M 53,893 +25,028 +87%
PNC
24
Park National Corp
Ohio
$4.33M 47,327 +1,283 +3%
DADC
25
D.A. Davidson & Co
Montana
$4.29M 46,832 +1,449 +3%