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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

55 hedge funds and large institutions have $96.1M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$8.99M
2
Wells Fargo
2
Wells Fargo
California
$10.2M
3
Jane Street
3
Jane Street
New York
$1.58M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.32M
5
LPL Financial
5
LPL Financial
California
$12.9M

Top Sellers

1
6F
1
626 Financial
Michigan
$3M
2
WEG
2
World Equity Group
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.46M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.85M
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
26
Cedar Brook Financial Partners
Ohio
$492K +$1.64K +27 +0.3%
CA
27
Cetera Advisors
Colorado
$469K -$29K -477 -6%
LS
28
Leelyn Smith
Illinois
$448K -$14.4K -237 -3%
AWE
29
Avidian Wealth Enterprises
Texas
$421K +$1.58K +26 +0.4%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$402K +$402K +6,607 New
CCA
31
Cottonwood Capital Advisors
Utah
$383K – – –
QCIG
32
Quad-Cities Investment Group
Iowa
$371K +$371K +6,094 New
DADC
33
D.A. Davidson & Co
Montana
$360K -$88.4K -1,453 -20%
KIG
34
Kowal Investment Group
Wisconsin
$356K +$1.46K +24 +0.4%
Goldman Sachs
35
Goldman Sachs
New York
$350K – – –
AR
36
Apeiron RIA
Texas
$319K +$310 +5 +0.1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$282K -$54.3K -891 -16%
E
38
ETFidea
New York
$268K – – –
PSF
39
Pacific Sun Financial
California
$258K -$6.09K -100 -2%
MC
40
Moors & Cabot
Massachusetts
$256K +$29.6K +488 +13%
HA
41
HFG Advisors
Ohio
$249K – – –
OBWG
42
Onyx Bridge Wealth Group
New York
$218K -$55.3K -892 -20%
HI
43
Harbour Investments
Wisconsin
$110K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$94K +$548 +9 +0.6%
IA
45
IFP Advisors
Florida
$68K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$30K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$29K – – –
AWM
48
Accel Wealth Management
Iowa
$19K +$65 +1 +0.3%
CFGS
49
Concourse Financial Group Securities
Alabama
$18K +$18K +302 New
SWM
50
Spire Wealth Management
Virginia
$10K -$3.93K -64 -28%
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2
3