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First Trust Small Cap Core AlphaDEX Fund

138 hedge funds and large institutions have $542M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
42
Reduced
57
Closed
17
Calls
$289K
Puts
Net Calls
+$289K
Net Calls Change
+$289K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.8M 705,222 +3,225 +0.5%
Wells Fargo
2
Wells Fargo
California
$52.4M 579,532 -2,269 -0.4%
LPL Financial
3
LPL Financial
California
$45.6M 504,230 -32,376 -6%
Bank of America
4
Bank of America
North Carolina
$40.8M 451,213 -1,682 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36M 398,139 +13,511 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$26.4M 291,881 +3,664 +1%
HAFS
7
Hapanowicz & Associates Financial Services
Pennsylvania
$21.7M 240,291 +6,180 +3%
RJA
8
Raymond James & Associates
Florida
$19.1M 210,877 +4,348 +2%
UBS Group
9
UBS Group
Switzerland
$18.6M 205,703 -8,827 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.8M 197,170 +8,110 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$13.7M 151,632 -48,858 -24%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$11.1M 123,010 +2,380 +2%
MLRA
13
Main Line Retirement Advisors
Montana
$10.1M 111,516 +4,429 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.31M 80,796 -56,047 -41%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$7.28M 80,530 -1,804 -2%
NA
16
NewEdge Advisors
Louisiana
$7.22M 79,845 +1,245 +2%
CPIG
17
Chicago Partners Investment Group
Illinois
$6.77M 67,819 +1,607 +2%
KAS
18
Kestra Advisory Services
Texas
$6.64M 73,452 -24,508 -25%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.95M 65,741 +6,160 +10%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.9M 65,236 -67,902 -51%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.71M 63,017 -2,383 -4%
GCA
22
Genesee Capital Advisors
New York
$5.42M 59,957 +59,957 New
VAS
23
Vestmark Advisory Solutions
Massachusetts
$5.35M 59,146 +881 +2%
WWM
24
Western Wealth Management
Colorado
$5.19M 57,382 -1,696 -3%
IA
25
IFG Advisory
Georgia
$4.72M 52,053 -2,119 -4%