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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

58 hedge funds and large institutions have $92.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-10
Holders Change %
-14.71%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$7.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.68M
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
KAS
Kestra Advisory Services
Texas
$283K
5
FTUS
Flow Traders U.S.
New York
$262K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
Wells Fargo
Wells Fargo
California
$3.87M
3
LPL Financial
LPL Financial
California
$8.5M
4
Morgan Stanley
Morgan Stanley
New York
$7.6M
5
GIA
Gladstone Institutional Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$26.3K – – –
IGWM
52
ICA Group Wealth Management
Colorado
$19.5K – – –
SWM
53
Spire Wealth Management
Virginia
$11.6K – – –
GWM
54
Geneos Wealth Management
Colorado
$9.65K – – –
AWM
55
Avior Wealth Management
Nebraska
$8.31K +$71 +1 +0.9%
GRP
56
Global Retirement Partners
California
$4.61K – – –
LFG
57
Larson Financial Group
Missouri
$2.98K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$1.14K – – –
TCM
59
TD Capital Management
Tennessee
$10 -$10 – –
AWM
60
AE Wealth Management
Kansas
– -$9.59M -137,679 Closed
WEG
61
World Equity Group
Illinois
– -$874K -55,781 Closed
GIA
62
Gladstone Institutional Advisory
Florida
– -$2.89M -41,457 Closed
Jane Street
63
Jane Street
New York
– -$776K -11,136 Closed
WAP
64
Wealthcare Advisory Partners
Pennsylvania
– -$750K -10,768 Closed
CBFP
65
Cedar Brook Financial Partners
Ohio
– -$570K -8,177 Closed
LS
66
Leelyn Smith
Illinois
– -$506K -7,267 Closed
AAS
67
Ameritas Advisory Services
Nebraska
– -$143K -2,055 Closed
ASN
68
Advisory Services Network
Georgia
– -$87.8K -1,260 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$37K -538 Closed
AWM
70
Accel Wealth Management
Iowa
– -$20.5K -294 Closed
US Bancorp
71
US Bancorp
Minnesota
– -$5.51K -79 Closed
TVWM
72
Tower View Wealth Management
Wisconsin
– -$3K -45 Closed
Citigroup
73
Citigroup
New York
– -$139 -2 Closed
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