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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

59 hedge funds and large institutions have $94.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
29
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
LPL Financial
2
LPL Financial
California
$13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.05M
4
Wells Fargo
4
Wells Fargo
California
$8.05M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.44M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.4M
2
PAG
2
Private Advisor Group
New Jersey
$2.14M
3
MCC
3
Money Concepts Capital
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
TC
5
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$464K +$464K +7,074 New
UBS Group
27
UBS Group
Switzerland
$457K +$89.1K +1,360 +24%
AWE
28
Avidian Wealth Enterprises
Texas
$452K +$1.24K +19 +0.3%
CCA
29
Cottonwood Capital Advisors
Utah
$413K -$1.18K -18 -0.3%
KIG
30
Kowal Investment Group
Wisconsin
$382K +$1.18K +18 +0.3%
Goldman Sachs
31
Goldman Sachs
New York
$377K +$26.7K +408 +8%
TRCT
32
Tower Research Capital (TRC)
New York
$368K +$270K +4,113 +275%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$362K +$151K +2,305 +72%
WIA
34
World Investment Advisors
California
$342K +$342K +4,843 New
OBWG
35
Onyx Bridge Wealth Group
New York
$301K +$301K +4,406 New
E
36
ETFidea
New York
$289K – – –
PSF
37
Pacific Sun Financial
California
$284K -$6.54K -100 -2%
HA
38
HFG Advisors
Ohio
$268K – – –
DAS
39
Dynamic Advisor Solutions
Arizona
$249K +$249K +3,805 New
MC
40
Moors & Cabot
Massachusetts
$244K +$244K +3,730 New
IAN
41
Integrated Advisors Network
Texas
$216K +$216K +3,303 New
SWP
42
Stratos Wealth Partners
Ohio
$208K +$131 +2 +0.1%
KAS
43
Kestra Advisory Services
Texas
$208K +$23.8K +364 +13%
Truist Financial
44
Truist Financial
North Carolina
$207K +$207K +3,160 New
HI
45
Harbour Investments
Wisconsin
$110K +$110K +1,677 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$101K – – –
IA
47
IFP Advisors
Florida
$68K – – –
PFS
48
Prospera Financial Services
Texas
$44K +$44K +678 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$33K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$31K – – –
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2
3