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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

58 hedge funds and large institutions have $92.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-10
Holders Change %
-14.71%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$7.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.68M
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
KAS
Kestra Advisory Services
Texas
$283K
5
FTUS
Flow Traders U.S.
New York
$262K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
Wells Fargo
Wells Fargo
California
$3.87M
3
LPL Financial
LPL Financial
California
$8.5M
4
Morgan Stanley
Morgan Stanley
New York
$7.6M
5
GIA
Gladstone Institutional Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
26
Quad-Cities Investment Group
Iowa
$525K +$18.5K +261 +4%
AWE
27
Avidian Wealth Enterprises
Texas
$497K +$1.77K +25 +0.4%
MC
28
Moors & Cabot
Massachusetts
$420K +$113K +1,597 +37%
CCA
29
Cottonwood Capital Advisors
Utah
$418K -$24.2K -341 -5%
Goldman Sachs
30
Goldman Sachs
New York
$408K – – –
AR
31
Apeiron RIA
Texas
$363K +$1.56K +22 +0.4%
CA
32
Cetera Advisors
Colorado
$338K -$14.1K -199 -4%
MML Investors Services
33
MML Investors Services
Massachusetts
$335K -$91.6K -1,290 -21%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$322K -$72.5K -1,023 -18%
E
35
ETFidea
New York
$299K -$14.2K -200 -5%
PSF
36
Pacific Sun Financial
California
$293K +$293K +4,200 New
HA
37
HFG Advisors
Ohio
$290K – – –
HI
38
Harbour Investments
Wisconsin
$284K -$14.5K -205 -5%
KAS
39
Kestra Advisory Services
Texas
$283K +$283K +3,994 New
SWP
40
Stratos Wealth Partners
Ohio
$277K +$213 +3 +0.1%
KIG
41
Kowal Investment Group
Wisconsin
$263K +$922 +13 +0.4%
FTUS
42
Flow Traders U.S.
New York
$262K +$262K +3,698 New
IAN
43
Integrated Advisors Network
Texas
$260K -$99.4K -1,402 -28%
NA
44
NewEdge Advisors
Louisiana
$224K -$712K -10,036 -76%
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$206K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$191K +$26.9K +380 +16%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$73.2K -$37K -522 -34%
IA
48
IFP Advisors
Florida
$49.4K – – –
PTC
49
Private Trust Company
Ohio
$42K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$33.3K – – –
1
2
3