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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

60 hedge funds and large institutions have $104M invested in First Trust Multi Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$8.33M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$5.74M
3
KAS
3
Kestra Advisory Services
Texas
$5.63M
4
FAIM
4
Financial Advocates Investment Management
Washington
$3.97M
5
DADC
5
D.A. Davidson & Co
Montana
$4.24M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.24M
4
LPL Financial
4
LPL Financial
California
$11M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.3M -$300K -4,358 -3%
LPL Financial
2
LPL Financial
California
$11M -$3.53M -51,304 -24%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$8.95M -$1.34M -19,523 -13%
Stifel Financial
4
Stifel Financial
Missouri
$8.33M +$5.97M +86,749 +253%
Morgan Stanley
5
Morgan Stanley
New York
$8.24M -$3.73M -54,190 -31%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$5.74M +$5.7M +82,898 +16,580%
KAS
7
Kestra Advisory Services
Texas
$5.63M +$5.63M +81,737 New
DADC
8
D.A. Davidson & Co
Montana
$4.24M +$3.84M +55,755 +942%
FAIM
9
Financial Advocates Investment Management
Washington
$3.97M +$3.97M +57,688 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.92M -$6.79M -98,590 -63%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.64M -$119K -1,727 -3%
6F
12
626 Financial
Michigan
$3.37M -$23.9K -347 -0.7%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.27M +$741K +10,771 +29%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.01M -$212K -3,076 -7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.68M +$705K +10,237 +36%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.77M +$138K +2,006 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.29M -$74.6K -1,085 -5%
PA
18
PFG Advisors
Arizona
$960K -$15.1K -220 -2%
CIAS
19
Capital Investment Advisory Services
North Carolina
$911K +$42.5K +617 +5%
UBS Group
20
UBS Group
Switzerland
$806K +$219K +3,176 +37%
RJA
21
Raymond James & Associates
Florida
$784K -$304K -4,410 -28%
Goldman Sachs
22
Goldman Sachs
New York
$775K +$379K +5,505 +96%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$703K -$1.86K -27 -0.3%
IP
24
Ignite Planners
California
$680K – – –
FH
25
FWG Holdings
Florida
$660K -$22.3K -324 -3%
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