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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $624M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
44
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M 1,362,650 +551,721 +68%
LPL Financial
2
LPL Financial
California
$50.8M 555,311 -68,274 -11%
Wells Fargo
3
Wells Fargo
California
$47.7M 521,499 -77,790 -13%
Bank of America
4
Bank of America
North Carolina
$40.1M 437,597 -1,392 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.8M 369,570 -40,809 -10%
RJA
6
Raymond James & Associates
Florida
$24M 262,455 +42,096 +19%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$21.3M 232,564 +10,726 +5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$20.5M 223,891 +23,069 +11%
UBS Group
9
UBS Group
Switzerland
$19.9M 216,920 -2,553 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$16.6M 180,960 +15,843 +10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.9M 130,313 +18,596 +17%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$10.5M 114,582 +4,091 +4%
KAS
13
Kestra Advisory Services
Texas
$9.65M 105,433 +3,184 +3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$9.6M 104,858 +18,384 +21%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.57M 104,558 +2,623 +3%
MLRA
16
Main Line Retirement Advisors
Montana
$9.25M 101,000 +101,000 New
PNC
17
Park National Corp
Ohio
$8.05M 87,889 +9,070 +12%
WP
18
WealthSource Partners
California
$7.8M 85,228 -786 -0.9%
NA
19
NewEdge Advisors
Louisiana
$7.64M 83,487 -166 -0.2%
RIA
20
Regal Investment Advisors
Michigan
$7.43M 81,176 -1,187 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.94M 75,725 -16,890 -18%
CAN
22
Cetera Advisor Networks
California
$6.41M 69,978 +17,035 +32%
WWM
23
Western Wealth Management
Colorado
$5.86M 63,965 -1,103 -2%
CPIG
24
Chicago Partners Investment Group
Illinois
$5.69M 64,629 +2,405 +4%
IA
25
IFG Advisory
Georgia
$5.31M 58,004 -1,586 -3%