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First Trust Small Cap Core AlphaDEX Fund

121 hedge funds and large institutions have $458M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
11
Increased
44
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.7M 752,208 -19,480 -3%
Morgan Stanley
2
Morgan Stanley
New York
$51.7M 710,570 -158,448 -18%
LPL Financial
3
LPL Financial
California
$51.3M 705,001 +71,407 +11%
Wells Fargo
4
Wells Fargo
California
$41.3M 568,072 -87,367 -13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.2M 442,172 -14,929 -3%
UBS Group
6
UBS Group
Switzerland
$17.1M 234,580 +25,578 +12%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$15.7M 215,748 +13,599 +7%
RJA
8
Raymond James & Associates
Florida
$14.7M 201,747 +17,578 +10%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$11.7M 160,642 +3,424 +2%
WWM
10
Western Wealth Management
Colorado
$11.2M 153,440 +958 +0.6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.1M 139,107 -10,686 -7%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$7.4M 101,729 +101,729 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.56M 90,150 +6,956 +8%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$6.53M 89,820 -9,073 -9%
KAS
15
Kestra Advisory Services
Texas
$6.48M 89,084 +20,809 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.47M 88,945 -1,263 -1%
WP
17
WealthSource Partners
California
$5.83M 80,233 +5,342 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.55M 76,387 -167 -0.2%
PAG
19
Private Advisor Group
New Jersey
$5.31M 73,026 +1,016 +1%
RIA
20
Regal Investment Advisors
Michigan
$5.27M 72,521 +4,270 +6%
SWAG
21
Spectrum Wealth Advisory Group
California
$5.11M 70,246 +2,180 +3%
DADC
22
D.A. Davidson & Co
Montana
$4.83M 66,364 +332 +0.5%
CPIG
23
Chicago Partners Investment Group
Illinois
$4.17M 51,985 +2,540 +5%
PNC
24
Park National Corp
Ohio
$4.02M 55,218 +2,934 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.91M 53,800 -3,432 -6%