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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

65 hedge funds and large institutions have $86.5M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
17
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$482K
3
HI
Harbour Investments
Wisconsin
$678K
4
FTUS
Flow Traders U.S.
New York
$231K
5
RJT
Raymond James Trust
Florida
$201K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.89M
2
LPL Financial
LPL Financial
California
$4.72M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
FAIM
Financial Advocates Investment Management
Washington
$1.41M
5
Osaic Holdings
Osaic Holdings
Arizona
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$10.1M -$368K -4,457 -4%
Stifel Financial
2
Stifel Financial
Missouri
$8.67M -$256K -3,094 -3%
Morgan Stanley
3
Morgan Stanley
New York
$7.89M -$8.92M -107,978 -53%
Wells Fargo
4
Wells Fargo
California
$6.7M +$31.1K +376 +0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.06M -$1.26M -15,286 -17%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$5.72M -$3.14K -38 -0.1%
LPL Financial
7
LPL Financial
California
$4.72M -$2.73M -33,097 -37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.23M -$90.1K -1,090 -2%
6F
9
626 Financial
Michigan
$3.62M -$68.7K -832 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.48M -$53.5K -648 -2%
PS
11
Principal Securities
Iowa
$2.21M -$457K -5,532 -17%
Goldman Sachs
12
Goldman Sachs
New York
$1.8M +$1.24M +15,052 +223%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.63M +$31.4K +380 +2%
FAIM
14
Financial Advocates Investment Management
Washington
$1.41M -$1.64M -19,890 -54%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.35M +$15.9K +192 +1%
PAG
16
Private Advisor Group
New Jersey
$1.34M +$991 +12 +0.1%
PA
17
PFG Advisors
Arizona
$1.24M – – –
Citadel Advisors
18
Citadel Advisors
Florida
$1.23M -$437K -5,284 -26%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$888K -$280K -3,389 -24%
CIAS
20
Capital Investment Advisory Services
North Carolina
$854K -$33.4K -404 -4%
NS
21
NBC Securities
Alabama
$813K +$99.5K +1,190 +14%
MC
22
Moors & Cabot
Massachusetts
$748K +$82.5K +999 +12%
QCIG
23
Quad-Cities Investment Group
Iowa
$746K +$16K +194 +2%
HI
24
Harbour Investments
Wisconsin
$678K +$389K +4,702 +134%
RJA
25
Raymond James & Associates
Florida
$589K -$46K -557 -7%
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