FAB icon

First Trust Multi Cap Value AlphaDEX Fund

54 hedge funds and large institutions have $93.4M invested in First Trust Multi Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$11.9M +$4.4M +63,159 +59%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.29M +$93.4K +1,340 +1%
Wells Fargo
3
Wells Fargo
California
$8.22M +$4.42M +63,435 +116%
Stifel Financial
4
Stifel Financial
Missouri
$7.34M -$191K -2,740 -3%
Morgan Stanley
5
Morgan Stanley
New York
$7.32M -$147K -2,113 -2%
LPL Financial
6
LPL Financial
California
$6.61M -$1.74M -24,929 -21%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$5.51M +$75.5K +1,083 +1%
FAIM
8
Financial Advocates Investment Management
Washington
$4.38M +$176K +2,533 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.81M -$1.68M -24,158 -31%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.63M -$100K -1,442 -3%
6F
11
626 Financial
Michigan
$3.29M -$115K -1,651 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.85M +$215K +3,091 +8%
DADC
13
D.A. Davidson & Co
Montana
$2.27M -$1.88M -27,027 -45%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.4M -$23.5K -337 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$1.36M +$159K +2,286 +13%
PAG
16
Private Advisor Group
New Jersey
$1.22M -$24.3K -349 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.12M +$697 +10 +0.1%
PA
18
PFG Advisors
Arizona
$1.1M +$9.75K +140 +0.9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$979K +$54.4K +781 +6%
CIAS
20
Capital Investment Advisory Services
North Carolina
$754K -$94.6K -1,358 -11%
FH
21
FWG Holdings
Florida
$717K +$14.9K +221 +2%
IP
22
Ignite Planners
California
$620K +$10.9K +161 +2%
VF
23
Virtu Financial
New York
$617K +$617K +8,859 New
QCIG
24
Quad-Cities Investment Group
Iowa
$569K +$52.7K +757 +10%
RJA
25
Raymond James & Associates
Florida
$543K -$121K -1,743 -18%