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First Trust Multi Cap Value AlphaDEX Fund

61 hedge funds and large institutions have $55.6M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2% less funds holding

Funds holding: 6261 (-1)

1.85% less ownership

Funds ownership: 48.37%46.52% (-1.8%)

13% less capital invested

Capital invested by funds: $63.9M → $55.6M (-$8.32M)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$572K +$1.07K +13 +0.2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$515K +$128K +1,559 +32%
SWP
28
Stratos Wealth Partners
Ohio
$493K +$53.9K +656 +12%
DADC
29
D.A. Davidson & Co
Montana
$470K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$440K -$17.8K -216 -4%
WIA
31
Wetzel Investment Advisors
Indiana
$420K
CCA
32
Cottonwood Capital Advisors
Utah
$386K -$6.5K -79 -2%
Truist Financial
33
Truist Financial
North Carolina
$383K +$5.92K +72 +2%
Two Sigma Investments
34
Two Sigma Investments
New York
$342K +$354K +4,300 New
HA
35
HFG Advisors
Ohio
$326K
PI
36
PFG Investments
New York
$322K -$24.1K -293 -7%
TWM
37
TCFG Wealth Management
California
$294K
AR
38
Apeiron RIA
Texas
$261K +$493 +6 +0.2%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$257K +$57K +693 +27%
PSF
40
Pacific Sun Financial
California
$247K
MC
41
Moors & Cabot
Massachusetts
$210K
JP Morgan Chase
42
JP Morgan Chase
New York
$87.7K +$71.5K +869 +371%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$85.4K +$247 +3 +0.3%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$80.8K +$18.7K +227 +29%
GSWM
45
Golden State Wealth Management
California
$79.3K
GWM
46
Geneos Wealth Management
Colorado
$69.5K +$51.6K +628 +255%
NA
47
NewEdge Advisors
Louisiana
$66.8K -$29.4K -358 -30%
IA
48
IFP Advisors
Florida
$55.4K
PFBT
49
Parkside Financial Bank & Trust
Missouri
$47.7K
PA
50
Parallel Advisors
California
$14.6K +$15.1K +184 New

FAB Hedge Fund Activity: Q1 2025 in Review

61 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q1 2025, worth a combined $55.6M — down 13% from $63.9M a quarter earlier.

Fund positioning in FAB was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.44M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.56M.

  • 61 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $55.6M of First Trust Multi Cap Value AlphaDEX Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 7 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q1 2025 and 7 closed out, a net change of 0 holders.
  • The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q1 2025 was Susquehanna International Group, an estimated $2.44M added.
  • The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $8.56M sold.

Based on aggregated 13F filings for Q1 2025.