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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

62 hedge funds and large institutions have $63.9M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.33M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.11M
4
Truist Financial
Truist Financial
North Carolina
$392K
5
UBS Group
UBS Group
Switzerland
$839K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$3.24M
2
NS
NBC Securities
Alabama
$770
3
VF
Virtu Financial
New York
$0
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
5
Wells Fargo
Wells Fargo
California
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$487K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$475K +$232K +2,811 +96%
SWP
28
Stratos Wealth Partners
Ohio
$457K +$13.5K +164 +3%
WIA
29
Wetzel Investment Advisors
Indiana
$435K – – –
CCA
30
Cottonwood Capital Advisors
Utah
$407K – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$405K -$38.6K -468 -9%
Truist Financial
32
Truist Financial
North Carolina
$392K +$392K +4,750 New
PI
33
PFG Investments
New York
$359K +$35K +424 +11%
HA
34
HFG Advisors
Ohio
$338K – – –
TWM
35
TCFG Wealth Management
California
$305K -$2.97K -36 -1%
AR
36
Apeiron RIA
Texas
$270K -$89.7K -1,088 -25%
PSF
37
Pacific Sun Financial
California
$257K – – –
MC
38
Moors & Cabot
Massachusetts
$218K – – –
Jones Financial Companies
39
Jones Financial Companies
Missouri
$211K +$60K +728 +40%
GWSG
40
GPS Wealth Strategies Group
Colorado
$209K +$5.36K +65 +3%
KAS
41
Kestra Advisory Services
Texas
$200K -$13K -158 -6%
CFGS
42
Concourse Financial Group Securities
Alabama
$135K – – –
NA
43
NewEdge Advisors
Louisiana
$98.8K -$40.1K -486 -29%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$88.3K +$577 +7 +0.7%
GSWM
45
Golden State Wealth Management
California
$82.2K +$82.2K +997 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$65.1K -$2.56K -31 -4%
IA
47
IFP Advisors
Florida
$57.5K – – –
Comerica Bank
48
Comerica Bank
Texas
$56.4K – – –
PFBT
49
Parkside Financial Bank & Trust
Missouri
$49.5K – – –
GWM
50
Geneos Wealth Management
Colorado
$20.3K – – –
1
2
3