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First Trust Small Cap Core AlphaDEX Fund

127 hedge funds and large institutions have $491M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
45
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.6M 869,018 +56,373 +7%
Bank of America
2
Bank of America
North Carolina
$59.2M 771,688 -3,516 -0.5%
Wells Fargo
3
Wells Fargo
California
$50.2M 655,439 -102,154 -13%
LPL Financial
4
LPL Financial
California
$48.6M 633,594 +81,885 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35M 457,101 -7,401 -2%
UBS Group
6
UBS Group
Switzerland
$16M 209,002 -2,163 -1%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$15.5M 202,149 +11,488 +6%
RJA
8
Raymond James & Associates
Florida
$14.1M 184,169 -390 -0.2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$12.3M 157,218 +622 +0.4%
WWM
10
Western Wealth Management
Colorado
$11.7M 152,482 -3,128 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11.5M 149,793 +33,139 +28%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.58M 98,893 -9,959 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.92M 90,208 +13,680 +18%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.38M 83,194 +5,415 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.87M 76,554 -5,904 -7%
WP
16
WealthSource Partners
California
$5.74M 74,891 +9,469 +14%
PAG
17
Private Advisor Group
New Jersey
$5.52M 72,010 -2,818 -4%
KAS
18
Kestra Advisory Services
Texas
$5.23M 68,275 -61,847 -48%
RIA
19
Regal Investment Advisors
Michigan
$5.23M 68,251 +3,218 +5%
SWAG
20
Spectrum Wealth Advisory Group
California
$5.22M 68,066 +2,592 +4%
DADC
21
D.A. Davidson & Co
Montana
$5.06M 66,032 +19,200 +41%
AWAG
22
ARS Wealth Advisors Group
Florida
$4.68M 61,019 +61,019 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.39M 57,232 -1,623 -3%
AWM
24
Avaii Wealth Management
Wisconsin
$4.29M 55,973 +2,080 +4%
CPIG
25
Chicago Partners Investment Group
Illinois
$4.18M 49,445 +3,522 +8%