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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

30 hedge funds and large institutions have $21.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.82M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.25M
3
Morgan Stanley
Morgan Stanley
New York
$1.51M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$535K
5
Wells Fargo
Wells Fargo
California
$1.18M

Top Sellers

1
LPL Financial
LPL Financial
California
$3.85M
2
Osaic Holdings
Osaic Holdings
Arizona
$907K
3
UBS Group
UBS Group
Switzerland
$546K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$658K
5
Bank of America
Bank of America
North Carolina
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$22K +$5.8K +125 +36%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$18K – – –
ASN
28
Advisory Services Network
Georgia
$9K +$9K +185 New
NNP
29
Nachman Norwood & Parrott
South Carolina
$9K +$9K +200 New
DI
30
Disciplined Investments
Oklahoma
$9K +$9K +203 New
CAN
31
Cetera Advisor Networks
California
– -$52K -1,139 Closed
1W
32
1776 Wealth
Georgia
– -$4K -96 Closed
1
2