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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

59 hedge funds and large institutions have $94.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
29
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
LPL Financial
2
LPL Financial
California
$13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.05M
4
Wells Fargo
4
Wells Fargo
California
$8.05M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.44M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.4M
2
PAG
2
Private Advisor Group
New Jersey
$2.14M
3
MCC
3
Money Concepts Capital
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13M 198,403 +27,767 +16%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.4M 174,705 -85,927 -33%
Morgan Stanley
3
Morgan Stanley
New York
$11.2M 170,608 +46,968 +38%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.97M 149,965 +5,627 +4%
6F
5
626 Financial
Michigan
$8.38M 127,720 +5,525 +5%
Wells Fargo
6
Wells Fargo
California
$8.05M 122,781 +21,213 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.07M 62,050 +7,967 +15%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$2.44M 37,222 +16,057 +76%
PAG
9
Private Advisor Group
New Jersey
$2.14M 32,693 -36,690 -53%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.13M 32,547 +3,877 +14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.05M 31,287 +23,605 +307%
WEG
12
World Equity Group
Illinois
$1.89M 28,848 +2,822 +11%
Stifel Financial
13
Stifel Financial
Missouri
$1.57M 23,923 +3,421 +17%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.51M 22,982 -2,984 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$1.2M 18,275 +11,410 +166%
PA
16
PFG Advisors
Arizona
$894K 13,635 +445 +3%
RJA
17
Raymond James & Associates
Florida
$877K 13,385 +4,037 +43%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$867K 13,242 +802 +6%
CIAS
19
Capital Investment Advisory Services
North Carolina
$772K 11,779 +18 +0.2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$699K 10,674 +32 +0.3%
CA
21
Cetera Advisors
Colorado
$537K 8,190 -930 -10%
CBFP
22
Cedar Brook Financial Partners
Ohio
$528K 8,060 +21 +0.3%
CRI
23
Colonial River Investments
Virginia
$520K 7,440 +7,440 New
LS
24
Leelyn Smith
Illinois
$498K 7,606 +7,606 New
DADC
25
D.A. Davidson & Co
Montana
$483K 7,373 +246 +3%
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