First Trust Multi Cap Value AlphaDEX Fund
FAB
FAB
61 hedge funds and large institutions have $96.7M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
12
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| $21.5K | +$21.5K | +275 | New |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $19.2K | – | – | – |
|
53
JPMorgan Chase & Co
New York
| $18.4K | -$10.7K | -137 | -37% |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $14.4K | +$14.4K | +185 | New |
|
55
US Bancorp
Minneapolis,
Minnesota
| $13.7K | +$13.7K | +175 | New |
|
|
SWM
56
Spire Wealth Management
Mclean,
Virginia
| $12.4K | – | – | – |
|
|
AWM
57
Avior Wealth Management
Omaha,
Nebraska
| $5.89K | – | – | – |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| $4.91K | – | – | – |
|
|
LFG
59
Larson Financial Group
St Louis,
Missouri
| $3.28K | – | – | – |
|
|
CAM
60
Creekmur Asset Management
Morton,
Illinois
| $2.19K | +$2.19K | +28 | New |
|
|
SPIA
61
Steward Partners Investment Advisory
New York
| $1.25K | – | – | – |
|
|
FH
62
FWG Holdings
Winter Park,
Florida
| – | -$717K | -10,612 | Closed |
|
|
IP
63
Ignite Planners
San Clemente,
California
| – | -$620K | -9,181 | Closed |
|
|
TCM
64
TD Capital Management
Memphis,
Tennessee
| – | -$10 | – | – |
|