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First Trust Multi Cap Value AlphaDEX Fund

29 hedge funds and large institutions have $20.3M invested in First Trust Multi Cap Value AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.87M -$313K -6,793 -6%
Bank of America
2
Bank of America
North Carolina
$3.01M +$806K +17,518 +37%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.43M -$252K -5,488 -15%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.4M -$181K -3,939 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.33M -$1.82M -39,540 -58%
Morgan Stanley
6
Morgan Stanley
New York
$1.13M +$127K +2,753 +13%
Wells Fargo
7
Wells Fargo
California
$1.06M +$35.2K +766 +3%
UBS Group
8
UBS Group
Switzerland
$959K -$2.22M -48,308 -70%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$774K -$243K -5,277 -24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$648K -$40.1K -871 -6%
DADC
11
D.A. Davidson & Co
Montana
$493K -$339K -7,365 -41%
RJA
12
Raymond James & Associates
Florida
$428K -$138 -3 -0%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$404K +$98.6K +2,143 +32%
CBFP
14
Cedar Brook Financial Partners
Ohio
$403K -$14.6K -318 -3%
AWE
15
Avidian Wealth Enterprises
Texas
$310K +$1.24K +27 +0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$288K -$2.39K -52 -0.8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$274K +$274K +5,960 New
CA
18
Cetera Advisors
Colorado
$258K +$92 +2 +0%
PSF
19
Pacific Sun Financial
California
$236K -$39K -850 -14%
PAG
20
Private Advisor Group
New Jersey
$216K +$216K +4,696 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$151K -$7.19K -156 -5%
Citigroup
22
Citigroup
New York
$69K -$69K -1,500 -50%
CAN
23
Cetera Advisor Networks
California
$52K +$52K +1,139 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$51K
IA
25
IFP Advisors
Florida
$31K