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First Trust Small Cap Core AlphaDEX Fund

127 hedge funds and large institutions have $490M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
52
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$60.2M 766,777 +61,776 +9%
Morgan Stanley
2
Morgan Stanley
New York
$54.9M 700,353 -10,217 -1%
Bank of America
3
Bank of America
North Carolina
$46.7M 594,697 -157,511 -21%
Wells Fargo
4
Wells Fargo
California
$44.9M 571,768 +3,696 +0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.6M 427,855 -14,317 -3%
UBS Group
6
UBS Group
Switzerland
$19.8M 252,742 +18,162 +8%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$17.1M 218,077 +2,329 +1%
RJA
8
Raymond James & Associates
Florida
$14.5M 185,373 -16,374 -8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$13.7M 174,949 +14,307 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.5M 133,579 -5,528 -4%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$8.52M 108,612 +6,883 +7%
KAS
12
Kestra Advisory Services
Texas
$7.49M 95,468 +6,384 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.44M 94,833 +4,683 +5%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$6.69M 85,329 -4,491 -5%
WP
15
WealthSource Partners
California
$6.38M 81,304 +1,071 +1%
WWM
16
Western Wealth Management
Colorado
$6.14M 78,246 -75,194 -49%
RIA
17
Regal Investment Advisors
Michigan
$5.82M 74,162 +1,641 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.59M 71,286 +17,486 +33%
DADC
19
D.A. Davidson & Co
Montana
$5.46M 69,616 +3,252 +5%
SWAG
20
Spectrum Wealth Advisory Group
California
$5.36M 68,386 -1,860 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.36M 68,352 -8,035 -11%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.28M 67,242 -21,703 -24%
Stifel Financial
23
Stifel Financial
Missouri
$4.85M 61,879 +14,261 +30%
CPIG
24
Chicago Partners Investment Group
Illinois
$4.62M 52,127 +142 +0.3%
IA
25
IFG Advisory
Georgia
$4.56M 58,103 +9,881 +20%