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First Trust Multi Cap Value AlphaDEX Fund
FAB

60 hedge funds and large institutions have $53.4M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $55.6M → $53.4M (-$2.16M)

1.21% less ownership

Funds ownership: 46.52% → 45.31% (-1.2%)

2% less funds holding

Funds holding: 61 → 60 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$473K
2
UBS Group
UBS Group
Switzerland
+$442K
3
Raymond James Financial
Raymond James Financial
Florida
+$159K
4
Osaic Holdings
Osaic Holdings
Arizona
+$48.1K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$878K
2
WIA
Wetzel Investment Advisors
Indiana
-$420K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$378K
4
Two Sigma Investments
Two Sigma Investments
New York
-$342K
5
Wells Fargo
Wells Fargo
California
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$14.2K – – –
Citigroup
52
Citigroup
New York
$11K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$7.96K – – –
AAP
54
Arax Advisory Partners
Colorado
$6.1K +$3.41K +44 +142%
AF
55
Allworth Financial
California
$5.69K – – –
GWSG
56
GPS Wealth Strategies Group
Colorado
$5.28K – – –
GRP
57
Global Retirement Partners
California
$3.5K +$3.33K +43 New
LFG
58
Larson Financial Group
Missouri
$3.41K – – –
Russell Investments Group
59
Russell Investments Group
United Kingdom
$1.63K -$310 -4 -17%
AF
60
Advisornet Financial
Minnesota
$1.38K -$233 -3 -15%
WIA
61
Wetzel Investment Advisors
Indiana
– -$420K -5,280 Closed
Two Sigma Investments
62
Two Sigma Investments
New York
– -$342K -4,300 Closed
MC
63
Moors & Cabot
Massachusetts
– -$210K -2,640 Closed
SWM
64
Spire Wealth Management
Virginia
– -$13K -163 Closed
KWM
65
Kiker Wealth Management
Georgia
– -$7.95K -100 Closed
1 2
3

FAB Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q2 2025, worth a combined $53.4M — down 3.9% from $55.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FAB and 4 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 13 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $473K. The largest seller was Susquehanna International Group, cutting an estimated $878K.

  • 60 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q2 2025, down from 61 in Q1 2025.
  • Funds reported $53.4M of First Trust Multi Cap Value AlphaDEX Fund stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 4 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q2 2025 was Citadel Advisors, an estimated $473K added.
  • The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $878K sold.

Based on aggregated 13F filings for Q2 2025.