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First Trust Small Cap Core AlphaDEX Fund

144 hedge funds and large institutions have $594M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
55
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.5M 701,997 -660,653 -48%
Wells Fargo
2
Wells Fargo
California
$54.2M 581,801 +60,302 +12%
LPL Financial
3
LPL Financial
California
$50M 536,606 -18,705 -3%
Bank of America
4
Bank of America
North Carolina
$42.2M 452,895 +15,298 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.9M 384,628 +15,058 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$26.9M 288,217 +64,326 +29%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$21.8M 234,111 +1,547 +0.7%
UBS Group
8
UBS Group
Switzerland
$20M 214,530 -2,390 -1%
RJA
9
Raymond James & Associates
Florida
$19.3M 206,529 -55,926 -21%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$18.7M 200,490 +95,932 +92%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17.6M 189,060 +8,100 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$12.8M 136,843 +6,530 +5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$12.4M 133,138 +109,399 +461%
WAAG
14
Wealth Alliance Advisory Group
Kansas
$11.2M 120,630 +6,048 +5%
MLRA
15
Main Line Retirement Advisors
Montana
$9.98M 107,087 +6,087 +6%
CA
16
Cetera Advisors
Colorado
$9.45M 101,369 +79,263 +359%
KAS
17
Kestra Advisory Services
Texas
$9.13M 97,960 -7,473 -7%
PNC
18
Park National Corp
Ohio
$8.02M 86,065 -1,824 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.68M 82,334 -22,524 -21%
CAN
20
Cetera Advisor Networks
California
$7.35M 78,854 +8,876 +13%
NA
21
NewEdge Advisors
Louisiana
$7.33M 78,600 -4,887 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.1M 65,400 -10,325 -14%
CPIG
23
Chicago Partners Investment Group
Illinois
$5.93M 66,212 +1,583 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.56M 59,581 +12,033 +25%
WWM
25
Western Wealth Management
Colorado
$5.51M 59,078 -4,887 -8%