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First Trust Multi Cap Value AlphaDEX Fund

58 hedge funds and large institutions have $92.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-10
Holders Change %
-14.71%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.36M +$133K +1,880 +1%
LPL Financial
2
LPL Financial
California
$8.5M -$4.49M -63,263 -35%
Stifel Financial
3
Stifel Financial
Missouri
$7.66M -$1.42M -20,007 -16%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.6M +$4.41M +62,222 +138%
Morgan Stanley
5
Morgan Stanley
New York
$7.6M -$3.68M -51,924 -33%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.6M -$502K -7,073 -8%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$5.53M -$105K -1,484 -2%
FAIM
8
Financial Advocates Investment Management
Washington
$4.27M -$24.4K -344 -0.6%
DADC
9
D.A. Davidson & Co
Montana
$4.23M -$156K -2,206 -4%
Wells Fargo
10
Wells Fargo
California
$3.87M -$8.96M -126,334 -70%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.8M -$181K -2,550 -5%
6F
12
626 Financial
Michigan
$3.47M -$12.1K -171 -0.3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.68M +$1.44M +20,254 +116%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.45M +$42.2K +595 +3%
PAG
15
Private Advisor Group
New Jersey
$1.26M -$1.95M -27,542 -61%
Citadel Advisors
16
Citadel Advisors
Florida
$1.22M +$1.22M +17,177 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.14M -$1.71M -24,055 -60%
PA
18
PFG Advisors
Arizona
$1.11M +$5.32K +75 +0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$941K -$1.08M -15,199 -53%
CIAS
20
Capital Investment Advisory Services
North Carolina
$864K -$35K -494 -4%
FH
21
FWG Holdings
Florida
$784K -$21.3K -283 -3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$760K +$24.5K +346 +3%
UBS Group
23
UBS Group
Switzerland
$749K -$886K -12,498 -54%
RJA
24
Raymond James & Associates
Florida
$676K -$126K -1,778 -16%
IP
25
Ignite Planners
California
$637K