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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

55 hedge funds and large institutions have $96.1M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$8.99M
2
Wells Fargo
2
Wells Fargo
California
$10.2M
3
Jane Street
3
Jane Street
New York
$1.58M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.32M
5
LPL Financial
5
LPL Financial
California
$12.9M

Top Sellers

1
6F
1
626 Financial
Michigan
$3M
2
WEG
2
World Equity Group
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.46M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.85M
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$7K +$61 +1 +0.9%
APA
52
American Portfolios Advisors
New York
$6.08K – – –
GRP
53
Global Retirement Partners
California
$4K +$4K +65 New
LFG
54
Larson Financial Group
Missouri
$3K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$1K – – –
WEG
56
World Equity Group
Illinois
– -$1.89M -28,848 Closed
CRI
57
Colonial River Investments
Virginia
– -$520K -7,440 Closed
NA
58
NewEdge Advisors
Louisiana
– -$464K -7,074 Closed
WIA
59
World Investment Advisors
California
– -$342K -4,843 Closed
DAS
60
Dynamic Advisor Solutions
Arizona
– -$249K -3,805 Closed
IAN
61
Integrated Advisors Network
Texas
– -$216K -3,303 Closed
KAS
62
Kestra Advisory Services
Texas
– -$208K -3,180 Closed
SWP
63
Stratos Wealth Partners
Ohio
– -$208K -3,172 Closed
Truist Financial
64
Truist Financial
North Carolina
– -$207K -3,160 Closed
PFS
65
Prospera Financial Services
Texas
– -$44K -678 Closed
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
– -$13K -200 Closed
Citigroup
67
Citigroup
New York
– -$1K -8 Closed
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