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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

60 hedge funds and large institutions have $104M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$8.33M
2
BFEC
Benjamin F. Edwards & Company
Missouri
$5.74M
3
KAS
Kestra Advisory Services
Texas
$5.63M
4
FAIM
Financial Advocates Investment Management
Washington
$3.97M
5
DADC
D.A. Davidson & Co
Montana
$4.24M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.92M
3
Morgan Stanley
Morgan Stanley
New York
$8.24M
4
LPL Financial
LPL Financial
California
$11M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$657K +$657K +9,550 New
CBFP
27
Cedar Brook Financial Partners
Ohio
$559K +$2.62K +38 +0.5%
AWE
28
Avidian Wealth Enterprises
Texas
$479K +$2.48K +36 +0.5%
QCIG
29
Quad-Cities Investment Group
Iowa
$447K +$28K +407 +7%
CCA
30
Cottonwood Capital Advisors
Utah
$434K – – –
AR
31
Apeiron RIA
Texas
$357K +$2.62K +38 +0.7%
CA
32
Cetera Advisors
Colorado
$342K -$189K -2,748 -36%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$314K -$4.89K -71 -2%
E
34
ETFidea
New York
$304K – – –
MC
35
Moors & Cabot
Massachusetts
$300K +$9.7K +141 +3%
MML Investors Services
36
MML Investors Services
Massachusetts
$296K +$296K +4,295 New
KIG
37
Kowal Investment Group
Wisconsin
$296K -$107K -1,561 -27%
PSF
38
Pacific Sun Financial
California
$292K – – –
HA
39
HFG Advisors
Ohio
$282K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$257K +$257K +3,729 New
SWP
41
Stratos Wealth Partners
Ohio
$252K +$252K +3,657 New
HI
42
Harbour Investments
Wisconsin
$250K +$135K +1,960 +117%
IAN
43
Integrated Advisors Network
Texas
$212K +$212K +3,075 New
WSTAM
44
Wilbanks Smith & Thomas Asset Management
Virginia
$200K +$200K +2,910 New
CFGS
45
Concourse Financial Group Securities
Alabama
$160K +$139K +2,018 +668%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$106K – – –
IA
47
IFP Advisors
Florida
$96K +$27.9K +500 +41%
ASN
48
Advisory Services Network
Georgia
$86.7K +$86.7K +1,260 New
NA
49
NewEdge Advisors
Louisiana
$67.8K +$67.8K +8,892 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$32.3K – – –
1
2
3