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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

54 hedge funds and large institutions have $101M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$19.5M
2
LPL Financial
LPL Financial
California
$12.7M
3
Morgan Stanley
Morgan Stanley
New York
$9.23M
4
PAG
Private Advisor Group
New Jersey
$5.18M
5
6F
626 Financial
Michigan
$9.13M

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
$532K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$574K
3
Citadel Advisors
Citadel Advisors
Florida
$513K
4
Goldman Sachs
Goldman Sachs
New York
$399K
5
KAS
Kestra Advisory Services
Texas
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$513K -$1.46M -19,543 -74%
CCA
27
Cottonwood Capital Advisors
Utah
$472K +$472K +6,320 New
KIG
28
Kowal Investment Group
Wisconsin
$434K +$970 +13 +0.2%
UBS Group
29
UBS Group
Switzerland
$419K +$111K +1,484 +36%
Goldman Sachs
30
Goldman Sachs
New York
$399K -$1.19M -15,922 -75%
TC
31
TownSquare Capital
Utah
$374K +$374K +5,013 New
AR
32
Apeiron RIA
Texas
$364K -$3.82K -52 -1%
PSF
33
Pacific Sun Financial
California
$332K – – –
E
34
ETFidea
New York
$330K – – –
CAN
35
Cetera Advisor Networks
California
$314K -$277K -3,697 -47%
HA
36
HFG Advisors
Ohio
$306K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$240K +$240K +3,216 New
SWP
38
Stratos Wealth Partners
Ohio
$237K +$150 +2 +0.1%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$212K – – –
KAS
40
Kestra Advisory Services
Texas
$210K -$635K -8,516 -75%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$115K +$39.4K +525 +52%
TRCT
42
Tower Research Capital (TRC)
New York
$112K +$49K +655 +78%
IA
43
IFP Advisors
Florida
$68K +$29.2K +524 +75%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$37K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$35K -$7.15K -96 -17%
AWM
46
Accel Wealth Management
Iowa
$22K +$76 +1 +0.3%
SPIA
47
Steward Partners Investment Advisory
New York
$20K +$1.2K +16 +6%
SWM
48
Spire Wealth Management
Virginia
$17K – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$15K – – –
WA
50
Win Advisors
Florida
$10K +$10K +130 New
1
2
3