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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

55 hedge funds and large institutions have $96.1M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$8.99M
2
Wells Fargo
2
Wells Fargo
California
$10.2M
3
Jane Street
3
Jane Street
New York
$1.58M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.32M
5
LPL Financial
5
LPL Financial
California
$12.9M

Top Sellers

1
6F
1
626 Financial
Michigan
$3M
2
WEG
2
World Equity Group
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.46M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.85M
5
CRI
5
Colonial River Investments
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.9M 211,426 +13,023 +7%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M 173,895 +3,287 +2%
Wells Fargo
3
Wells Fargo
California
$10.2M 168,547 +45,766 +37%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.46M 155,512 -19,193 -11%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.09M 149,534 -431 -0.3%
AWM
6
AE Wealth Management
Kansas
$8.99M 147,764 +147,764 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.32M 54,603 +22,056 +68%
6F
8
626 Financial
Michigan
$3M 49,323 -78,397 -61%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.85M 46,802 -15,248 -25%
PAG
10
Private Advisor Group
New Jersey
$2.26M 37,189 +4,496 +14%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.24M 36,770 -452 -1%
Stifel Financial
12
Stifel Financial
Missouri
$2.08M 34,242 +10,319 +43%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.74M 28,640 -2,647 -8%
Jane Street
14
Jane Street
New York
$1.58M 25,977 +25,977 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.45M 23,772 +790 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.21M 19,828 +6,586 +50%
Citadel Advisors
17
Citadel Advisors
Florida
$1.15M 18,952 +677 +4%
RJA
18
Raymond James & Associates
Florida
$961K 15,805 +2,420 +18%
PA
19
PFG Advisors
Arizona
$862K 14,175 +540 +4%
TRCT
20
Tower Research Capital (TRC)
New York
$777K 12,772 +7,161 +128%
CIAS
21
Capital Investment Advisory Services
North Carolina
$768K 12,627 +848 +7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$623K 10,249 -425 -4%
FH
23
FWG Holdings
Florida
$603K 9,919 +9,919 New
IP
24
Ignite Planners
California
$564K 9,020 +9,020 New
UBS Group
25
UBS Group
Switzerland
$519K 8,539 +1,565 +22%
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