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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 708k | $85M | 33% | Mar 2026 |
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| Morgan Stanley | 653k | $78M | -2% | Mar 2026 |
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| LPL Financial | 612k | $73M | 5% | Mar 2026 |
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| Wells Fargo & Company | 544k | $65M | -1% | Mar 2026 |
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| Bank of America Corporation | 372k | $44M | 100% | Mar 2026 |
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| UBS Group | 305k | $36M | 21% | Mar 2026 |
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| Raymond James Financial | 271k | $31M | -6% | Dec 2025 |
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| Janney Montgomery Scott | 254k | $30M | 6% | Mar 2026 |
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| Cetera Investment Advisers | 129k | $15M | -2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 117k | $14M | 13% | Mar 2026 |
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| Concurrent Investment Advisors | 86k | $10M | 14% | Mar 2026 |
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| Crusonia Wealth Advisors | 74k | $8.8M | 1% | Mar 2026 |
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| Chicago Partners Investment | 73k | $9.6M | 2% | Mar 2026 |
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| Genesee Capital Advisors | 68k | $8.1M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 67k | $8.0M | -21% | Mar 2026 |
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| Commonwealth Equity Services | 66k | $7.8M | -1% | Mar 2026 |
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| Per Stirling Capital Management | 66k | $7.8M | 97% | Mar 2026 |
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| Wealth Alliance Advisory Group | 60k | $7.1M | -4% | Mar 2026 |
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| Kestra Advisory Services | 58k | $7.0M | 4% | Mar 2026 |
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| Geneos Wealth Management | 52k | $6.3M | -1% | Mar 2026 |
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| D.A. Davidson & Co. | 48k | $5.7M | 2% | Mar 2026 |
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| Advisor Group Holdings | 43k | $4.8M | -29% | Dec 2025 |
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| Hapanowicz & Associates Financial Services | 43k | $5.1M | -8% | Mar 2026 |
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| Mainsail Financial Group | 40k | $4.8M | 0% | Mar 2026 |
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| Envestnet Asset Management | 39k | $4.7M | 21% | Mar 2026 |
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| Stifel Financial | 38k | $4.5M | -1% | Mar 2026 |
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| HighTower Advisors | 37k | $4.4M | 1% | Mar 2026 |
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| MTM Investment Management | 36k | $4.3M | 2% | Mar 2026 |
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| Baird Financial | 35k | $3.9M | 2% | Dec 2025 |
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| Troutman Wealth Management | 32k | $3.8M | 100% | Mar 2026 |
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| City Holding | 31k | $3.7M | 22% | Mar 2026 |
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| RFG Advisory | 31k | $3.7M | 100% | Mar 2026 |
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| Regal Investment Advisors | 31k | $3.5M | 0% | Dec 2025 |
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| Citadel Advisors | 30k | $3.5M | 199% | Mar 2026 |
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| Western Wealth Management | 30k | $3.5M | 8% | Mar 2026 |
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| Mml Investors Services | 27k | $3.3M | 61% | Mar 2026 |
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| CWM | 27k | $3.0M | -5% | Dec 2025 |
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| Park National Corp | 23k | $2.8M | -1% | Mar 2026 |
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| Jane Street | 23k | $2.7M | 100% | Mar 2026 |
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| Fifth Third Bancorp | 22k | $2.6M | 100% | Mar 2026 |
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| Brian McDonald | 22k | $2.5M | -5% | Dec 2025 |
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| Mercer Global Advisors | 21k | $2.5M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 19k | $2.1M | 7% | Dec 2025 |
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| Sanctuary Advisors | 18k | $2.1M | -1% | Mar 2026 |
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| Milestones Private Investment Advisors | 17k | $2.1M | 2% | Mar 2026 |
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| Lakeridge Wealth Management | 17k | $2.1M | 2% | Mar 2026 |
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| Equitable Holdings | 16k | $1.8M | 5% | Mar 2026 |
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| Catalyst Investment Management | 15k | $2.0M | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 15k | $1.7M | -9% | Dec 2025 |
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| Three Seasons Wealth | 13k | $1.6M | -7% | Mar 2026 |
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| Maridea Wealth Management | 13k | $1.5M | 61% | Mar 2026 |
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| Branch Banking & Trust Company | 12k | $1.5M | 12% | Mar 2026 |
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| Susquehanna International | 12k | $1.4M | -30% | Dec 2025 |
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| Harbour Investments | 12k | $1.4M | 339% | Mar 2026 |
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| Sun Financial | 12k | $1.5M | -1% | Mar 2026 |
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| National Asset Management | 12k | $1.4M | -22% | Mar 2026 |
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| ARS Wealth Advisors Group | 12k | $1.4M | 0% | Mar 2026 |
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| Keystone Financial Group | 12k | $1.4M | -20% | Mar 2026 |
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| Triumph Capital Management | 11k | $1.3M | -13% | Mar 2026 |
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| Cyndeo Wealth Partners | 11k | $1.3M | 0% | Mar 2026 |
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| G&S Capital | 9.6k | $1.1M | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 8.9k | $1.1M | 43% | Mar 2026 |
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| Independent Advisor Alliance | 8.9k | $1.1M | 100% | Mar 2026 |
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| Rockefeller Capital Management | 8.9k | $1.1M | 0% | Mar 2026 |
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| Us Bancorp | 8.2k | $930k | 76% | Dec 2025 |
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| Tcfg Wealth Management | 7.3k | $867k | 0% | Mar 2026 |
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| TCFG Investment Advisors | 7.3k | $867k | 100% | Mar 2026 |
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| Daymark Wealth Partners | 7.1k | $848k | -1% | Mar 2026 |
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| Integrated Wealth Concepts | 7.0k | $837k | -47% | Mar 2026 |
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| Private Advisor | 6.9k | $828k | 19% | Mar 2026 |
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| Perennial Investment Advisors | 6.5k | $777k | -7% | Mar 2026 |
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| Potentia Wealth | 6.0k | $718k | -14% | Mar 2026 |
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| Steward Partners Investment Advisory | 6.0k | $716k | 2% | Mar 2026 |
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| Root Financial Partners | 5.9k | $707k | -3% | Mar 2026 |
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| Two Sigma Investments | 5.6k | $668k | 100% | Mar 2026 |
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| Stephens | 5.5k | $656k | 0% | Mar 2026 |
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| Nations Financial Group | 5.4k | $640k | 0% | Mar 2026 |
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| VestGen Advisors | 5.3k | $703k | 100% | Mar 2026 |
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| Hilton Head Capital Partners | 5.2k | $624k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 5.2k | $585k | -18% | Dec 2025 |
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| Keystone Wealth Services | 5.1k | $612k | 100% | Mar 2026 |
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| KPP Advisory Services | 5.0k | $591k | -10% | Mar 2026 |
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| Vise Technologies | 5.0k | $561k | 0% | Mar 2026 |
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| Goss Wealth Management | 4.8k | $572k | -1% | Mar 2026 |
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| Atlas Legacy Advisors | 4.7k | $558k | 0% | Mar 2026 |
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| Warren Averett Asset Management | 4.6k | $522k | 86% | Dec 2025 |
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| CI Private Wealth | 4.6k | $546k | 0% | Mar 2026 |
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| Morey & Quinn Wealth Partners | 4.6k | $545k | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 4.6k | $544k | 0% | Mar 2026 |
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| Belpointe Asset Management | 4.5k | $541k | 3% | Mar 2026 |
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| Creative Planning | 4.5k | $538k | 0% | Mar 2026 |
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| Trueblood Wealth Management | 4.4k | $521k | -1% | Mar 2026 |
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| Snowden Capital Advisors | 4.3k | $485k | 0% | Dec 2025 |
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| Goldman Sachs Group | 4.2k | $496k | -6% | Mar 2026 |
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| Oppenheimer & Co | 4.1k | $493k | 0% | Mar 2026 |
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| Krilogy Financial | 3.9k | $507k | 0% | Mar 2026 |
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| Coppell Advisory Solutions | 3.6k | $416k | 0% | Dec 2025 |
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| Hm Payson & Co | 3.5k | $423k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 3.5k | $418k | -2% | Mar 2026 |
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| Element Wealth | 3.5k | $413k | -1% | Mar 2026 |
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| Tudor Financial | 3.4k | $403k | 100% | Mar 2026 |
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| Fragasso | 3.1k | $382k | 100% | Mar 2026 |
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| Partners Wealth Management | 2.9k | $349k | 2% | Mar 2026 |
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| Private Trust Co Na | 2.9k | $346k | -3% | Mar 2026 |
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| Great Valley Advisor Group | 2.9k | $344k | 0% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.8k | $332k | 100% | Mar 2026 |
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| QTR Family Wealth | 2.7k | $347k | -2% | Mar 2026 |
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| Wealth Effects | 2.7k | $324k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 2.7k | $322k | -3% | Mar 2026 |
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| Independent Financial Group | 2.6k | $309k | -28% | Mar 2026 |
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| Zacks Investment Management | 2.5k | $304k | 0% | Mar 2026 |
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| MONECO Advisors | 2.5k | $303k | -2% | Mar 2026 |
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| IHT Wealth Management | 2.5k | $285k | -2% | Dec 2025 |
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| Venture Visionary Partners | 2.5k | $294k | 0% | Mar 2026 |
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| TKG Advisors | 2.4k | $290k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 2.4k | $267k | 0% | Dec 2025 |
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| Tidemark | 2.3k | $279k | -2% | Mar 2026 |
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| Fortress Wealth Group | 2.3k | $281k | -90% | Mar 2026 |
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| Gateway Wealth Partners | 2.3k | $276k | 100% | Mar 2026 |
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| PCG Wealth Advisors | 2.3k | $276k | -1% | Mar 2026 |
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| Evolve Private Wealth | 2.3k | $272k | 100% | Mar 2026 |
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| Mount Yale Investment Advisors | 2.2k | $268k | 0% | Mar 2026 |
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| Vestmark Advisory Solutions | 2.2k | $268k | 0% | Mar 2026 |
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| HBK Sorce Advisory | 2.2k | $299k | 0% | Mar 2026 |
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| SRS Capital Advisors | 2.2k | $262k | 4% | Mar 2026 |
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| Farrell Financial | 2.2k | $262k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 2.1k | $253k | 0% | Mar 2026 |
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| Signature Estate and Investment Advisors | 2.1k | $248k | 0% | Mar 2026 |
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| Aspen Capital Management | 2.0k | $236k | 0% | Mar 2026 |
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| American Institute for Advanced Investment Management | 2.0k | $235k | 3% | Mar 2026 |
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| Wedbush Morgan Securities | 1.9k | $226k | 0% | Mar 2026 |
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| Walkner Condon Financial Advisors | 1.8k | $220k | 0% | Mar 2026 |
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| GPS Wealth Strategies Group | 1.8k | $207k | -75% | Dec 2025 |
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| Sagespring Wealth Partners | 1.8k | $214k | 0% | Mar 2026 |
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| Cedrus Wealth Group | 1.8k | $202k | 100% | Dec 2025 |
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| Leucadia National Corporation | 1.7k | $205k | 100% | Mar 2026 |
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| GAMMA Investing | 1.7k | $203k | 21% | Mar 2026 |
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| Archetype Wealth Partners | 1.7k | $198k | 100% | Mar 2026 |
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| Beto Financial Group | 1.5k | $204k | -14% | Mar 2026 |
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| Farther Finance Advisors | 1.4k | $169k | -6% | Mar 2026 |
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| Sound Income Strategies | 1.3k | $160k | 0% | Mar 2026 |
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| Sunbelt Securities | 1.3k | $150k | 0% | Mar 2026 |
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| FMR | 1.2k | $132k | 101% | Dec 2025 |
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| BlackRock | 1.0k | $122k | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 975.00 | $116k | 100% | Mar 2026 |
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| CX Institutional | 892.00 | $106k | -24% | Mar 2026 |
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| REAP Financial Group | 710.00 | $85k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 702.00 | $84k | 0% | Mar 2026 |
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| Private Wealth Asset Management | 618.00 | $74k | 0% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 578.00 | $69k | 100% | Mar 2026 |
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| IFG Advisory | 137.00 | $16k | -99% | Mar 2026 |
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Who sold out of First Trust Small Cap Cr AlphaDEX?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 43k | $4.7M |
| Silver Oak Securities | Dec 2025 | 31k | $3.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 30k | $3.6M |
| Two Sigma Securities | Dec 2025 | 7.2k | $819k |
| Envestnet Portfolio Solutions | Dec 2025 | 5.1k | $578k |
| Axxcess Wealth Management | Dec 2025 | 4.7k | $529k |
| Independent Wealth Network | Dec 2025 | 4.4k | $496k |
| Advisory Services Network | Sep 2025 | 2.7k | $289k |
| Summit Wealth Group Llc / Co | Dec 2025 | 2.0k | $225k |
| Brady Family Wealth | Dec 2025 | 1.8k | $206k |
| Bryn Mawr Trust | Dec 2025 | 850.00 | $96k |