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First Trust Small Cap Core AlphaDEX Fund

132 hedge funds and large institutions have $508M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.4M 810,929 +146,280 +22%
LPL Financial
2
LPL Financial
California
$50.3M 623,585 -35,520 -5%
Wells Fargo
3
Wells Fargo
California
$48.3M 599,289 +28,324 +5%
Bank of America
4
Bank of America
North Carolina
$35.4M 438,989 -74,427 -14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.1M 410,379 +4,933 +1%
HAFS
6
Hapanowicz & Associates Financial Services
Pennsylvania
$17.9M 221,838 +9,415 +4%
RJA
7
Raymond James & Associates
Florida
$17.8M 220,359 -51 -0%
UBS Group
8
UBS Group
Switzerland
$17.7M 219,473 -19,893 -8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$16.2M 200,822 +2,844 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.3M 165,117 +23,095 +16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.01M 111,717 +21,390 +24%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$8.91M 110,491 +2,475 +2%
KAS
13
Kestra Advisory Services
Texas
$8.25M 102,249 +12,355 +14%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.22M 101,935 +7,118 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.47M 92,615 +12,829 +16%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.97M 86,474 -31,299 -27%
WP
17
WealthSource Partners
California
$6.94M 86,014 +239 +0.3%
NA
18
NewEdge Advisors
Louisiana
$6.75M 83,653 +10,191 +14%
RIA
19
Regal Investment Advisors
Michigan
$6.64M 82,363 +3,584 +5%
PNC
20
Park National Corp
Ohio
$6.36M 78,819 +23,466 +42%
WWM
21
Western Wealth Management
Colorado
$5.25M 65,068 -3,795 -6%
Citadel Advisors
22
Citadel Advisors
Florida
$5.15M 63,837 +63,837 New
IA
23
IFG Advisory
Georgia
$4.81M 59,590 -400 -0.7%
CPIG
24
Chicago Partners Investment Group
Illinois
$4.72M 62,224 +5,856 +10%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$4.58M 56,743 +56,743 New