Who owns First Trust Small Cap Cr AlphaDEXFd?
- Ticker: FYX
- CUSIP Number: 33734Y109
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Small Cap Cr AlphaDEX with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Small Cap Cr AlphaDEX stock
Who bought or sold First Trust Small Cap Cr AlphaDEXFd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 522k | $48M | -13% | Dec 2023 |
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| Bank of America Corporation | 438k | $40M | 0% | Dec 2023 |
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| Royal Bank of Canada | 370k | $34M | -10% | Dec 2023 |
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| Raymond James & Associates | 263k | $24M | 19% | Dec 2023 |
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| Hapanowicz & Associates Financial Services | 233k | $21M | 5% | Dec 2023 |
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| Janney Montgomery Scott | 224k | $21M | 11% | Dec 2023 |
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| UBS Group | 217k | $20M | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 181k | $17M | 10% | Dec 2023 |
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| Cambridge Investment Research Advisors | 130k | $12M | 17% | Dec 2023 |
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| Wealth Alliance Advisory Group | 121k | $11M | 5% | Mar 2024 |
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| Main Line Retirement Advisors | 107k | $10M | 6% | Mar 2024 |
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| Kestra Advisory Services | 105k | $9.7M | 3% | Dec 2023 |
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| Baird Financial | 105k | $9.6M | 21% | Dec 2023 |
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| Park National Corp | 88k | $8.0M | 12% | Dec 2023 |
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| Wealthsource Partners | 85k | $7.8M | -1% | Dec 2023 |
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| Advisor Group Holdings | 76k | $6.9M | -18% | Dec 2023 |
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| Chicago Partners Investment | 65k | $5.7M | 4% | Dec 2023 |
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| Western Wealth Management | 64k | $5.9M | -2% | Dec 2023 |
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| IFG Advisory | 58k | $5.3M | -3% | Dec 2023 |
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| Vestmark Advisory Solutions | 57k | $5.2M | 0% | Dec 2023 |
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| Stifel Financial | 52k | $4.7M | -3% | Dec 2023 |
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| Commonwealth Equity Services | 48k | $4.4M | -7% | Dec 2023 |
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| D.A. Davidson & Co. | 47k | $4.3M | -5% | Dec 2023 |
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| MTM Investment Management | 38k | $3.5M | -1% | Dec 2023 |
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| HighTower Advisors | 35k | $3.2M | 1% | Dec 2023 |
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| Sweet Financial Partners | 34k | $3.1M | 42% | Dec 2023 |
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| Mainsail Financial Group | 32k | $2.8M | 8% | Dec 2023 |
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| Silver Oak Securities | 29k | $2.6M | 5% | Dec 2023 |
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| Retirement Guys Formula | 25k | $2.3M | -3% | Dec 2023 |
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| Jpmorgan Chase & Co | 24k | $2.2M | 509% | Dec 2023 |
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| MONECO Advisors | 18k | $1.6M | -12% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 17k | $1.6M | 16% | Mar 2024 |
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| Branch Banking & Trust Company | 16k | $1.4M | 2% | Dec 2023 |
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| ARS Wealth Advisors Group | 14k | $1.3M | -7% | Dec 2023 |
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| G&S Capital | 12k | $1.1M | 0% | Mar 2024 |
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| LVZ Advisors | 12k | $1.1M | -48% | Mar 2024 |
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| Financial Advocates Investment Management | 11k | $1.0M | -9% | Dec 2023 |
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| Benjamin F. Edwards & Company | 11k | $1.0M | 6% | Dec 2023 |
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| Virtue Capital Management | 11k | $978k | 0% | Dec 2023 |
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| Rockefeller Capital Management | 11k | $977k | 100% | Dec 2023 |
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| Nations Financial Group | 11k | $967k | -3% | Dec 2023 |
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| Root Financial Partners | 9.9k | $904k | -5% | Dec 2023 |
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| Daymark Wealth Partners | 9.2k | $842k | -8% | Dec 2023 |
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| Cyndeo Wealth Partners | 8.9k | $829k | 2% | Mar 2024 |
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| PCA Investment Advisory Services | 8.8k | $802k | -24% | Dec 2023 |
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| Two Sigma Investments | 8.6k | $787k | 2% | Dec 2023 |
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| Captrust Financial Advisors | 8.5k | $775k | -46% | Dec 2023 |
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| Lakeview Capital Partners | 8.4k | $772k | -2% | Dec 2023 |
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| City Holding | 8.0k | $746k | 50% | Mar 2024 |
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| Private Advisor | 7.5k | $690k | 1% | Dec 2023 |
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| Arkadios Wealth Advisors | 7.1k | $647k | -41% | Dec 2023 |
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| Keystone Wealth Services | 6.4k | $600k | -2% | Mar 2024 |
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| Harbour Investments | 6.4k | $587k | -6% | Dec 2023 |
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| DHJJ Financial Advisors | 5.4k | $499k | -5% | Mar 2024 |
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| Steward Partners Investment Advisory | 5.1k | $469k | 11% | Dec 2023 |
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| Snowden Capital Advisors | 5.0k | $460k | -1% | Dec 2023 |
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| Tidemark | 5.0k | $456k | 100% | Dec 2023 |
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| Us Bancorp | 4.9k | $450k | 0% | Dec 2023 |
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| Goldman Sachs Group | 4.8k | $436k | 8% | Dec 2023 |
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| Independent Wealth Network | 4.6k | $432k | 0% | Mar 2024 |
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| Solano Wealth Management | 4.6k | $423k | -10% | Dec 2023 |
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| CWM | 4.4k | $415k | 0% | Mar 2024 |
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| Northeast Financial Consultants | 4.4k | $403k | 0% | Dec 2023 |
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| Element Wealth | 4.1k | $379k | -5% | Dec 2023 |
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| Coppell Advisory Solutions | 4.1k | $372k | -78% | Dec 2023 |
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| Creative Planning | 3.9k | $355k | -2% | Dec 2023 |
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| American Institute for Advanced Investment Management | 3.9k | $353k | -53% | Dec 2023 |
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| Envestnet Portfolio Solutions | 3.8k | $345k | 100% | Dec 2023 |
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| Great Valley Advisor Group | 3.4k | $307k | 0% | Dec 2023 |
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| Keystone Financial Group | 3.3k | $304k | 29% | Dec 2023 |
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| Trueblood Wealth Management | 3.3k | $298k | 100% | Dec 2023 |
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| AE Wealth Management | 3.2k | $288k | 16% | Dec 2023 |
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| Kestra Private Wealth Services | 3.2k | $293k | -14% | Dec 2023 |
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| Wealth Effects | 3.0k | $271k | 0% | Dec 2023 |
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| TKG Advisors | 2.9k | $268k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 2.9k | $267k | -85% | Dec 2023 |
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| Zacks Investment Management | 2.7k | $244k | 0% | Dec 2023 |
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| HBK Sorce Advisory | 2.7k | $243k | -8% | Dec 2023 |
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| Principal Securities | 2.6k | $238k | 100% | Dec 2023 |
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| Private Trust Co Na | 2.6k | $236k | 0% | Dec 2023 |
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| Gladstone Institutional Advisory | 2.5k | $233k | -15% | Dec 2023 |
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| Nbc Securities | 2.5k | $229k | 0% | Mar 2024 |
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| Raymond James Trust | 2.4k | $216k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 2.4k | $216k | 0% | Dec 2023 |
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| Venture Visionary Partners | 2.3k | $214k | 100% | Dec 2023 |
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| Advisory Services Network | 2.3k | $213k | 100% | Dec 2023 |
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| Private Portfolio Partners | 2.2k | $205k | 100% | Dec 2023 |
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| Farther Finance Advisors | 1.6k | $147k | -44% | Dec 2023 |
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| IFP Advisors | 1.5k | $135k | -18% | Dec 2023 |
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| Sunbelt Securities | 1.4k | $126k | 0% | Mar 2024 |
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| TSFG | 665.00 | $62k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 660.00 | $60k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 511.00 | $47k | 0% | Dec 2023 |
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| Global Retirement Partners | 461.00 | $40k | 107% | Dec 2023 |
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| GAMMA Investing | 387.00 | $36k | 0% | Mar 2024 |
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| Pnc Financial Services | 347.00 | $32k | 0% | Dec 2023 |
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| Hexagon Capital Partners | 311.00 | $29k | 0% | Mar 2024 |
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| NBT Bank | 257.00 | $24k | 100% | Dec 2023 |
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| AlphaMark Advisors | 175.00 | $16k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 168.00 | $15k | 0% | Dec 2023 |
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| Smartleaf Asset Management | 165.00 | $15k | 100% | Dec 2023 |
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| Kozak & Associates | 108.00 | $9.4k | 0% | Dec 2023 |
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| Key FInancial | 97.00 | $8.9k | 0% | Dec 2023 |
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| Mather Group | 64.00 | $5.9k | 100% | Mar 2024 |
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| ICA Group Wealth Management | 41.00 | $3.8k | 100% | Dec 2023 |
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| Larson Financial Group | 31.00 | $2.8k | 0% | Dec 2023 |
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| Transamerica Financial Advisors | 25.00 | $3.0k | 0% | Dec 2023 |
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| ORG Partners | 15.00 | $1.4k | 100% | Dec 2023 |
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| Able Wealth Management | 11.00 | $1.0k | 100% | Dec 2023 |
|
Who sold out of First Trust Small Cap Cr AlphaDEX?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 64k | $5.1M |
| Flow Traders US | Sep 2023 | 20k | $1.6M |
| Virtu Financial | Sep 2023 | 12k | $994k |
| Iams Wealth Management | Sep 2023 | 5.0k | $405k |
| Ameritas Advisory Services | Sep 2023 | 2.9k | $231k |
| Well Done | Dec 2023 | 2.2k | $201k |
| Flaharty Asset Management | Sep 2023 | 745.00 | $60k |
| Assetmark | Sep 2023 | 475.00 | $38k |
| Ronald Blue Trust | Sep 2023 | 126.00 | $10k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 115.00 | $11k |