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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

125 hedge funds and large institutions have $503M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
45
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.34M
2
Bank of America
2
Bank of America
North Carolina
$50.5M
3
DWP
3
Daymark Wealth Partners
Ohio
$2.54M
4
PIAS
4
PCA Investment Advisory Services
Ohio
$1.05M
5
RFP
5
Root Financial Partners
California
$1.03M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$642K
2
AWM
2
Avaii Wealth Management
Wisconsin
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
IA
4
IFP Advisors
Florida
$231K
5
Morgan Stanley
5
Morgan Stanley
New York
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$62.6M 776,457 +9,680 +1%
Morgan Stanley
2
Morgan Stanley
New York
$54.6M 677,644 -22,709 -3%
Bank of America
3
Bank of America
North Carolina
$50.5M 626,386 +31,689 +5%
Wells Fargo
4
Wells Fargo
California
$46.9M 581,492 +9,724 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.3M 437,534 +9,679 +2%
UBS Group
6
UBS Group
Switzerland
$19.5M 241,505 -11,237 -4%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$17.7M 219,806 +1,729 +0.8%
RJA
8
Raymond James & Associates
Florida
$15.1M 186,983 +1,610 +0.9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$13.1M 163,136 -11,813 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.6M 144,520 +10,941 +8%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$8.75M 108,513 -99 -0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.44M 92,312 -2,521 -3%
M1FG
13
Mach-1 Financial Group
Arkansas
$7.34M 91 +91 New
KAS
14
Kestra Advisory Services
Texas
$6.94M 86,068 -9,400 -10%
WP
15
WealthSource Partners
California
$6.94M 86,051 +4,747 +6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.84M 84,896 -433 -0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.52M 80,923 +9,637 +14%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.12M 75,849 +8,607 +13%
RIA
19
Regal Investment Advisors
Michigan
$6.11M 75,864 +1,702 +2%
WWM
20
Western Wealth Management
Colorado
$6.04M 74,914 -3,332 -4%
DADC
21
D.A. Davidson & Co
Montana
$5.66M 70,249 +633 +0.9%
SWAG
22
Spectrum Wealth Advisory Group
California
$5.48M 67,990 -396 -0.6%
Stifel Financial
23
Stifel Financial
Missouri
$5.28M 65,566 +3,687 +6%
IA
24
IFG Advisory
Georgia
$4.98M 61,814 +3,711 +6%
CPIG
25
Chicago Partners Investment Group
Illinois
$4.28M 53,806 +1,679 +3%
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