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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

68 hedge funds and large institutions have $124M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
29
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$9.59M
2
GIA
Gladstone Institutional Advisory
Florida
$2.89M
3
Morgan Stanley
Morgan Stanley
New York
$11.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.99M
5
PAG
Private Advisor Group
New Jersey
$3.16M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.22M
3
MCC
Money Concepts Capital
Florida
$0
4
Baird Financial Group
Baird Financial Group
Wisconsin
$2.79M
5
Goldman Sachs
Goldman Sachs
New York
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.8M +$1.6M +22,930 +14%
Wells Fargo
2
Wells Fargo
California
$12.6M +$1.16M +16,649 +10%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M +$2.74M +39,390 +33%
AWM
4
AE Wealth Management
Kansas
$9.59M +$9.59M +137,679 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.07M +$5.78K +83 +0.1%
Stifel Financial
6
Stifel Financial
Missouri
$8.92M +$493K +7,080 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.99M +$2.31M +33,098 +63%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$5.54M -$276K -3,957 -5%
DADC
9
D.A. Davidson & Co
Montana
$4.31M +$13K +186 +0.3%
FAIM
10
Financial Advocates Investment Management
Washington
$4.22M +$204K +2,927 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.91M -$55.7K -799 -1%
6F
12
626 Financial
Michigan
$3.42M +$8.71K +125 +0.3%
PAG
13
Private Advisor Group
New Jersey
$3.16M +$2.04M +29,269 +182%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.13M +$88K +1,263 +3%
GIA
15
Gladstone Institutional Advisory
Florida
$2.89M +$2.89M +41,457 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.79M -$519K -7,446 -16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.98M +$188K +2,696 +10%
UBS Group
18
UBS Group
Switzerland
$1.61M +$790K +11,343 +97%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.22M -$1.49M -21,367 -55%
PA
20
PFG Advisors
Arizona
$1.09M +$114K +1,635 +12%
NA
21
NewEdge Advisors
Louisiana
$919K +$300K +4,299 +48%
CIAS
22
Capital Investment Advisory Services
North Carolina
$883K -$39.4K -565 -4%
WEG
23
World Equity Group
Illinois
$874K +$874K +55,781 New
RJA
24
Raymond James & Associates
Florida
$788K -$5.78K -83 -0.7%
Jane Street
25
Jane Street
New York
$776K +$776K +11,136 New
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