FAB icon

First Trust Multi Cap Value AlphaDEX Fund

60 hedge funds and large institutions have $53.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$500K -$25.8K -317 -5%
SWP
27
Stratos Wealth Partners
Ohio
$499K -$4.15K -51 -0.8%
Citadel Advisors
28
Citadel Advisors
Florida
$496K +$496K +6,099 New
DADC
29
D.A. Davidson & Co
Montana
$471K -$9.27K -114 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$417K -$33K -406 -7%
CCA
31
Cottonwood Capital Advisors
Utah
$395K -$163 -2 -0%
Truist Financial
32
Truist Financial
North Carolina
$355K -$37.1K -456 -9%
HA
33
HFG Advisors
Ohio
$333K
PI
34
PFG Investments
New York
$331K +$1.22K +15 +0.4%
Creative Planning
35
Creative Planning
Kansas
$323K -$266K -3,278 -45%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$307K +$43.1K +531 +16%
TWM
37
TCFG Wealth Management
California
$301K
AR
38
Apeiron RIA
Texas
$268K +$1.06K +13 +0.4%
PSF
39
Pacific Sun Financial
California
$253K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$113K +$26K +320 +30%
GSWM
41
Golden State Wealth Management
California
$81K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$64.1K -$18.5K -227 -22%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$56.9K -$32.8K -403 -37%
IA
44
IFP Advisors
Florida
$56.6K
GWM
45
Geneos Wealth Management
Colorado
$51K -$20K -246 -28%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$48.8K
AAS
47
Ameritas Advisory Services
Nebraska
$31.5K +$31.5K +388 New
TCOT
48
Trust Company of Toledo
Ohio
$28.3K +$28.3K +348 New
NA
49
NewEdge Advisors
Louisiana
$26K -$42.3K -520 -62%
PA
50
Parallel Advisors
California
$15K