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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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$500K 6,156 -317 -5%
SWP
27
Stratos Wealth Partners
Ohio
$499K 6,144 -51 -0.8%
Citadel Advisors
28
Citadel Advisors
Florida
$496K 6,099 +6,099 New
DADC
29
D.A. Davidson & Co
Montana
$471K 5,795 -114 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$417K 5,132 -406 -7%
CCA
31
Cottonwood Capital Advisors
Utah
$395K 4,858 -2 -0%
Truist Financial
32
Truist Financial
North Carolina
$355K 4,366 -456 -9%
HA
33
HFG Advisors
Ohio
$333K 4,095
PI
34
PFG Investments
New York
$331K 4,070 +15 +0.4%
Creative Planning
35
Creative Planning
Kansas
$323K 3,979 -3,278 -45%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$307K 3,787 +531 +16%
TWM
37
TCFG Wealth Management
California
$301K 3,701
AR
38
Apeiron RIA
Texas
$268K 3,292 +13 +0.4%
PSF
39
Pacific Sun Financial
California
$253K 3,110
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$113K 1,394 +320 +30%
GSWM
41
Golden State Wealth Management
California
$81K 997
Fidelity Investments
42
Fidelity Investments
Massachusetts
$64.1K 789 -227 -22%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$56.9K 700 -403 -37%
IA
44
IFP Advisors
Florida
$56.6K 697
GWM
45
Geneos Wealth Management
Colorado
$51K 628 -246 -28%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$48.8K 600
AAS
47
Ameritas Advisory Services
Nebraska
$31.5K 388 +388 New
TCOT
48
Trust Company of Toledo
Ohio
$28.3K 348 +348 New
NA
49
NewEdge Advisors
Louisiana
$26K 320 -520 -62%
PA
50
Parallel Advisors
California
$15K 184