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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

64 hedge funds and large institutions have $67.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$569K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.88M
3
VF
3
Virtu Financial
New York
$714K
4
GWSG
4
GPS Wealth Strategies Group
Colorado
$208K
5
NA
5
NewEdge Advisors
Louisiana
$142K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.93M
2
Citadel Advisors
2
Citadel Advisors
Florida
$205K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.83M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CA
5
Clearstead Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$58.9K – – –
Comerica Bank
52
Comerica Bank
Texas
$57.8K – – –
PFBT
53
Parkside Financial Bank & Trust
Missouri
$50.7K – – –
GWM
54
Geneos Wealth Management
Colorado
$20.8K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$19.8K -$85 -1 -0.4%
US Bancorp
56
US Bancorp
Minnesota
$14.8K – – –
SWM
57
Spire Wealth Management
Virginia
$13.8K – – –
Citigroup
58
Citigroup
New York
$11.4K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$8.28K – – –
AWM
60
Avior Wealth Management
Nebraska
$6.51K +$85 +1 +1%
GRP
61
Global Retirement Partners
California
$3.63K -$1.86K -22 -34%
LFG
62
Larson Financial Group
Missouri
$3.55K – – –
IAIM
63
International Assets Investment Management
Florida
$787 +$778 +65,706 +8,349%
JIP
64
Jaffetilchin Investment Partners
Florida
$710 +$710 +8 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$1.73M -21,917 Closed
CA
66
Clearstead Advisors
Ohio
– -$229K -2,910 Closed
GIA
67
GHP Investment Advisors
Colorado
– -$6.3K -80 Closed
CAM
68
Creekmur Asset Management
Illinois
– -$2.21K -28 Closed
SPIA
69
Steward Partners Investment Advisory
New York
– -$1.26K -16 Closed
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