FAB icon

First Trust Multi Cap Value AlphaDEX Fund

65 hedge funds and large institutions have $71.7M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$465K
WIA
27
Wetzel Investment Advisors
Indiana
$447K +$1.82K +22 +0.4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$441K -$18.7K -237 -4%
SWP
29
Stratos Wealth Partners
Ohio
$424K +$945 +12 +0.2%
CCA
30
Cottonwood Capital Advisors
Utah
$391K -$621 -8 -0.2%
PI
31
PFG Investments
New York
$356K +$356K +4,518 New
AR
32
Apeiron RIA
Texas
$355K -$16.2K -206 -4%
E
33
ETFidea
New York
$332K
HA
34
HFG Advisors
Ohio
$323K
MC
35
Moors & Cabot
Massachusetts
$290K -$424K -5,382 -59%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$280K -$14.2K -180 -5%
PSF
37
Pacific Sun Financial
California
$276K -$1.58K -20 -0.6%
KIG
38
Kowal Investment Group
Wisconsin
$267K -$10.1K -128 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$253K +$2.44K +31 +1%
CA
40
Clearstead Advisors
Ohio
$229K +$229K +2,910 New
KAS
41
Kestra Advisory Services
Texas
$225K +$6.93K +88 +3%
RJT
42
Raymond James Trust
Florida
$219K +$27.3K +347 +14%
VF
43
Virtu Financial
New York
$209K -$64.4K -817 -24%
CFGS
44
Concourse Financial Group Securities
Alabama
$195K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$82.9K
Jones Financial Companies
46
Jones Financial Companies
Missouri
$78.5K +$74K +939 +1,619%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$70.1K +$12.8K +162 +22%
NA
48
NewEdge Advisors
Louisiana
$64.2K -$8.82K -112 -12%
IAIM
49
International Assets Investment Management
Florida
$62K +$62K +787 New
IA
50
IFP Advisors
Florida
$54.9K