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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

68 hedge funds and large institutions have $124M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
29
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$9.59M
2
GIA
Gladstone Institutional Advisory
Florida
+$2.89M
3
Morgan Stanley
Morgan Stanley
New York
+$2.74M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.31M
5
PAG
Private Advisor Group
New Jersey
+$2.04M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$5.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
MCC
Money Concepts Capital
Florida
-$657K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$519K
5
Goldman Sachs
Goldman Sachs
New York
-$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$750K +$750K +10,768 New
FH
27
FWG Holdings
Florida
$744K +$75.2K +1,079 +11%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$722K +$10.5K +151 +1%
IP
29
Ignite Planners
California
$622K – – –
CBFP
30
Cedar Brook Financial Partners
Ohio
$570K +$3.62K +52 +0.6%
LS
31
Leelyn Smith
Illinois
$506K +$506K +7,267 New
QCIG
32
Quad-Cities Investment Group
Iowa
$498K +$44.7K +641 +10%
AWE
33
Avidian Wealth Enterprises
Texas
$487K +$1.46K +21 +0.3%
CCA
34
Cottonwood Capital Advisors
Utah
$434K -$5.09K -73 -1%
MML Investors Services
35
MML Investors Services
Massachusetts
$419K +$119K +1,713 +40%
Goldman Sachs
36
Goldman Sachs
New York
$401K -$384K -5,505 -49%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$388K +$70.4K +1,011 +22%
AR
38
Apeiron RIA
Texas
$354K -$6.82K -98 -2%
IAN
39
Integrated Advisors Network
Texas
$354K +$139K +1,999 +65%
CA
40
Cetera Advisors
Colorado
$346K +$139 +2 +0%
E
41
ETFidea
New York
$308K – – –
MC
42
Moors & Cabot
Massachusetts
$301K -$2.37K -34 -0.8%
HI
43
Harbour Investments
Wisconsin
$293K +$39.7K +570 +16%
HA
44
HFG Advisors
Ohio
$285K – – –
SWP
45
Stratos Wealth Partners
Ohio
$272K +$17.2K +247 +7%
KIG
46
Kowal Investment Group
Wisconsin
$257K -$42.3K -607 -14%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$203K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$162K – – –
AAS
49
Ameritas Advisory Services
Nebraska
$143K -$116K -1,674 -45%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$108K +$767 +11 +0.7%
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