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First Trust Multi Cap Value AlphaDEX Fund

30 hedge funds and large institutions have $21.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$3.85M -$1.07M -23,071 -22%
Bank of America
2
Bank of America
North Carolina
$2.95M -$93.3K -2,009 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.82M +$1.46M +30,947 +107%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.25M +$813K +17,491 +56%
Morgan Stanley
5
Morgan Stanley
New York
$1.51M +$372K +8,010 +33%
Wells Fargo
6
Wells Fargo
California
$1.18M +$107K +2,302 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$907K -$513K -11,025 -36%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$658K -$123K -2,652 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$599K -$55.2K -1,188 -8%
UBS Group
10
UBS Group
Switzerland
$546K -$424K -9,113 -44%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$535K +$258K +5,556 +93%
DADC
12
D.A. Davidson & Co
Montana
$498K
RJA
13
Raymond James & Associates
Florida
$412K -$20.4K -440 -5%
CBFP
14
Cedar Brook Financial Partners
Ohio
$409K +$1.95K +42 +0.5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$402K -$5.19K -112 -1%
AWE
16
Avidian Wealth Enterprises
Texas
$315K +$1.16K +25 +0.4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$293K +$2.27K +49 +0.8%
CA
18
Cetera Advisors
Colorado
$260K +$139 +3 +0.1%
PSF
19
Pacific Sun Financial
California
$234K -$4.64K -100 -2%
PAG
20
Private Advisor Group
New Jersey
$219K +$651 +14 +0.3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$152K
Citigroup
22
Citigroup
New York
$71K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$46K -$4.92K -107 -10%
IA
24
IFP Advisors
Florida
$33K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$23K