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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

64 hedge funds and large institutions have $67.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$569K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.88M
3
VF
3
Virtu Financial
New York
$714K
4
GWSG
4
GPS Wealth Strategies Group
Colorado
$208K
5
NA
5
NewEdge Advisors
Louisiana
$142K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.93M
2
Citadel Advisors
2
Citadel Advisors
Florida
$205K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.83M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CA
5
Clearstead Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$569K +$569K +6,264 New
DADC
27
D.A. Davidson & Co
Montana
$499K – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$455K -$17.9K -212 -4%
SWP
29
Stratos Wealth Partners
Ohio
$454K -$592 -7 -0.1%
WIA
30
Wetzel Investment Advisors
Indiana
$446K -$10.6K -126 -2%
CCA
31
Cottonwood Capital Advisors
Utah
$417K -$8.11K -96 -2%
AR
32
Apeiron RIA
Texas
$368K -$12.3K -146 -3%
E
33
ETFidea
New York
$356K – – –
HA
34
HFG Advisors
Ohio
$346K – – –
PI
35
PFG Investments
New York
$332K -$50.2K -594 -13%
TWM
36
TCFG Wealth Management
California
$316K +$316K +3,737 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$310K +$9.38K +111 +3%
KIG
38
Kowal Investment Group
Wisconsin
$279K -$7.52K -89 -3%
PSF
39
Pacific Sun Financial
California
$263K -$33.8K -400 -11%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$249K -$23.1K -273 -8%
RJT
41
Raymond James Trust
Florida
$234K – – –
MC
42
Moors & Cabot
Massachusetts
$223K -$87.5K -1,036 -28%
KAS
43
Kestra Advisory Services
Texas
$219K -$22.5K -266 -9%
GWSG
44
GPS Wealth Strategies Group
Colorado
$208K +$208K +2,465 New
Citadel Advisors
45
Citadel Advisors
Florida
$205K -$2.29M -27,067 -92%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$155K +$70.6K +838 +84%
NA
47
NewEdge Advisors
Louisiana
$142K +$73.4K +869 +107%
CFGS
48
Concourse Financial Group Securities
Alabama
$134K -$74.9K -886 -36%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$89.9K +$929 +11 +1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$69.3K -$5.91K -70 -8%
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