FAB icon

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
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% 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
18
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$572K +$1.03K +13 +0.2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$515K +$124K +1,559 +32%
SWP
28
Stratos Wealth Partners
Ohio
$493K +$52.2K +656 +12%
DADC
29
D.A. Davidson & Co
Montana
$470K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$440K -$17.2K -216 -4%
WIA
31
Wetzel Investment Advisors
Indiana
$420K
CCA
32
Cottonwood Capital Advisors
Utah
$386K -$6.28K -79 -2%
Truist Financial
33
Truist Financial
North Carolina
$383K +$5.73K +72 +2%
Two Sigma Investments
34
Two Sigma Investments
New York
$342K +$342K +4,300 New
HA
35
HFG Advisors
Ohio
$326K
PI
36
PFG Investments
New York
$322K -$23.3K -293 -7%
TWM
37
TCFG Wealth Management
California
$294K
AR
38
Apeiron RIA
Texas
$261K +$477 +6 +0.2%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$257K +$54.7K +693 +27%
PSF
40
Pacific Sun Financial
California
$247K
MC
41
Moors & Cabot
Massachusetts
$210K
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$87.7K +$69.1K +869 +371%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$85.4K +$238 +3 +0.3%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$80.8K +$18K +227 +29%
GSWM
45
Golden State Wealth Management
California
$79.3K
GWM
46
Geneos Wealth Management
Colorado
$69.5K +$49.9K +628 +255%
NA
47
NewEdge Advisors
Louisiana
$66.8K -$28.5K -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 +$14.6K +184 New