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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

68 hedge funds and large institutions have $124M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
29
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$9.59M
2
GIA
Gladstone Institutional Advisory
Florida
+$2.89M
3
Morgan Stanley
Morgan Stanley
New York
+$2.74M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.31M
5
PAG
Private Advisor Group
New Jersey
+$2.04M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$5.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
MCC
Money Concepts Capital
Florida
-$657K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$519K
5
Goldman Sachs
Goldman Sachs
New York
-$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$87.8K – – –
PTC
52
Private Trust Company
Ohio
$41.3K +$41.3K +592 New
IA
53
IFP Advisors
Florida
$39K -$57.3K -1,024 -60%
TRCT
54
Tower Research Capital (TRC)
New York
$37K +$37K +538 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$32.8K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$25.9K +$25.9K +372 New
AWM
57
Accel Wealth Management
Iowa
$20.5K +$70 +1 +0.3%
IGWM
58
ICA Group Wealth Management
Colorado
$19.2K – – –
SWM
59
Spire Wealth Management
Virginia
$11.4K – – –
GWM
60
Geneos Wealth Management
Colorado
$9.48K – – –
AWM
61
Avior Wealth Management
Nebraska
$8.12K – – –
US Bancorp
62
US Bancorp
Minnesota
$5.51K +$5.51K +79 New
GRP
63
Global Retirement Partners
California
$4.32K – – –
TVWM
64
Tower View Wealth Management
Wisconsin
$3K +$3K +45 New
LFG
65
Larson Financial Group
Missouri
$2.93K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.39K +$79 +1,140 +6%
SPIA
67
Steward Partners Investment Advisory
New York
$1.12K – – –
Citigroup
68
Citigroup
New York
$139 +$139 +2 New
TCM
69
TD Capital Management
Tennessee
$10 -$9 – –
KAS
70
Kestra Advisory Services
Texas
– -$5.63M -81,737 Closed
MCC
71
Money Concepts Capital
Florida
– -$657K -9,550 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– -$69 -1 Closed
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