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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

61 hedge funds and large institutions have $96.7M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
12
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$528K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$253K
4
KAS
4
Kestra Advisory Services
Texas
$212K
5
Stifel Financial
5
Stifel Financial
Missouri
$8.43M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.92M
2
Wells Fargo
2
Wells Fargo
California
$6.29M
3
DADC
3
D.A. Davidson & Co
Montana
$475K
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.88M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$528K +$528K +6,764 New
DADC
27
D.A. Davidson & Co
Montana
$475K -$2.07M -26,539 -81%
UBS Group
28
UBS Group
Switzerland
$467K -$39.5K -506 -8%
CCA
29
Cottonwood Capital Advisors
Utah
$427K -$2.03K -26 -0.5%
WIA
30
Wetzel Investment Advisors
Indiana
$423K +$423K +5,422 New
SWP
31
Stratos Wealth Partners
Ohio
$417K -$26.9K -345 -6%
VF
32
Virtu Financial
New York
$410K -$281K -3,606 -41%
AR
33
Apeiron RIA
Texas
$397K +$858 +11 +0.2%
E
34
ETFidea
New York
$329K – – –
HA
35
HFG Advisors
Ohio
$320K – – –
PSF
36
Pacific Sun Financial
California
$299K -$19.5K -250 -6%
KIG
37
Kowal Investment Group
Wisconsin
$281K -$9.99K -128 -3%
HI
38
Harbour Investments
Wisconsin
$273K -$23.8K -305 -8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$265K -$37.5K -480 -12%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$253K +$253K +3,247 New
CA
41
Cetera Advisors
Colorado
$245K -$116K -1,487 -32%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$227K – – –
KAS
43
Kestra Advisory Services
Texas
$212K +$212K +2,715 New
CFGS
44
Concourse Financial Group Securities
Alabama
$193K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$81.9K +$546 +7 +0.7%
NA
46
NewEdge Advisors
Louisiana
$80.5K -$165K -2,111 -67%
IA
47
IFP Advisors
Florida
$54.4K – – –
Comerica Bank
48
Comerica Bank
Texas
$53.4K – – –
PFBT
49
Parkside Financial Bank & Trust
Missouri
$46.8K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$36.7K – – –
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2
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