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First Trust Multi Cap Value AlphaDEX Fund

59 hedge funds and large institutions have $51M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.16M 63,549 -2,811 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$5.02M 61,711 +2,053 +3%
LPL Financial
3
LPL Financial
California
$4.09M 50,296 -88 -0.2%
6F
4
626 Financial
Michigan
$3.17M 38,955 -1,019 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.16M 38,320 +4,519 +13%
Wells Fargo
6
Wells Fargo
California
$3.09M 37,961 -4,349 -10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.7M 33,223 -3,734 -10%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.77M 21,834 -152 -0.7%
Goldman Sachs
9
Goldman Sachs
New York
$1.77M 21,816
NPAN
10
Northeast Planning Associates NH
New Hampshire
$1.72M 21,217 +355 +2%
Stifel Financial
11
Stifel Financial
Missouri
$1.66M 20,473 -1,389 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.6M 19,709 -3,607 -15%
PS
13
Principal Securities
Iowa
$1.51M 18,563 -4,185 -18%
UBS Group
14
UBS Group
Switzerland
$1.36M 16,706 +5,700 +52%
PA
15
PFG Advisors
Arizona
$1.23M 15,185 -240 -2%
PAG
16
Private Advisor Group
New Jersey
$915K 11,260 +15 +0.1%
NS
17
NBC Securities
Alabama
$779K 9,593 -185 -2%
QCIG
18
Quad-Cities Investment Group
Iowa
$730K 8,978 +16 +0.2%
PWS
19
Proactive Wealth Strategies
Georgia
$652K 8,026 +31 +0.4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$626K 7,708 -367 -5%
HI
21
Harbour Investments
Wisconsin
$610K 7,501 -248 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$599K 7,371 -4,873 -40%
AWE
23
Avidian Wealth Enterprises
Texas
$587K 7,219 +21 +0.3%
CIAS
24
Capital Investment Advisory Services
North Carolina
$562K 6,911 -356 -5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$500K 6,156 -317 -5%