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First Trust Small Cap Core AlphaDEX Fund

123 hedge funds and large institutions have $498M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.7M 664,649 -12,995 -2%
LPL Financial
2
LPL Financial
California
$54.2M 659,105 -117,352 -15%
Wells Fargo
3
Wells Fargo
California
$47M 570,965 -10,527 -2%
Bank of America
4
Bank of America
North Carolina
$42.2M 513,416 -112,970 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.4M 405,446 -32,088 -7%
UBS Group
6
UBS Group
Switzerland
$19.7M 239,366 -2,139 -0.9%
RJA
7
Raymond James & Associates
Florida
$18.1M 220,410 +33,427 +18%
HAFS
8
Hapanowicz & Associates Financial Services
Pennsylvania
$17.5M 212,423 -7,383 -3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$16.3M 197,978 +34,842 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.7M 142,022 -2,498 -2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$9.69M 117,773 +32,877 +39%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$8.89M 108,016 -497 -0.5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.8M 94,817 +2,505 +3%
MLRA
14
Main Line Retirement Advisors
Montana
$7.58M 92,143 +92,143 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.43M 90,327 +9,404 +12%
KAS
16
Kestra Advisory Services
Texas
$7.39M 89,894 +3,826 +4%
WP
17
WealthSource Partners
California
$7.06M 85,775 -276 -0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.57M 79,786 +3,937 +5%
RIA
19
Regal Investment Advisors
Michigan
$6.48M 78,779 +2,915 +4%
NA
20
NewEdge Advisors
Louisiana
$6.04M 73,462 +73,427 +209,791%
WWM
21
Western Wealth Management
Colorado
$5.66M 68,863 -6,051 -8%
DADC
22
D.A. Davidson & Co
Montana
$5.63M 68,430 -1,819 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.25M 63,833 +5,567 +10%
IA
24
IFG Advisory
Georgia
$4.93M 59,990 -1,824 -3%
CPIG
25
Chicago Partners Investment Group
Illinois
$4.92M 56,368 +2,562 +5%