FAB icon

First Trust Multi Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $67.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.95M -$134K -1,587 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.22M +$65.2K +772 +1%
Morgan Stanley
3
Morgan Stanley
New York
$5.83M -$2.16M -25,514 -27%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.21M -$79.4K -940 -2%
LPL Financial
5
LPL Financial
California
$3.95M -$169K -1,997 -4%
Wells Fargo
6
Wells Fargo
California
$3.8M -$155K -1,839 -4%
6F
7
626 Financial
Michigan
$3.58M -$82.6K -978 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.04M -$173K -2,053 -5%
PS
9
Principal Securities
Iowa
$1.96M -$37.1K -439 -2%
Stifel Financial
10
Stifel Financial
Missouri
$1.93M -$4.43M -52,454 -70%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.88M +$502K +5,945 +37%
Goldman Sachs
12
Goldman Sachs
New York
$1.84M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.72M +$34.4K +407 +2%
PA
14
PFG Advisors
Arizona
$1.27M
PAG
15
Private Advisor Group
New Jersey
$1.21M -$109K -1,295 -8%
RJA
16
Raymond James & Associates
Florida
$905K +$45.4K +537 +5%
CIAS
17
Capital Investment Advisory Services
North Carolina
$767K -$7.44K -88 -1%
NS
18
NBC Securities
Alabama
$756K -$104K -1,226 -12%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$739K -$144K -1,704 -16%
QCIG
20
Quad-Cities Investment Group
Iowa
$725K -$253 -3 -0%
VF
21
Virtu Financial
New York
$714K +$490K +5,803 +219%
PWS
22
Proactive Wealth Strategies
Georgia
$669K +$669K +7,920 New
HI
23
Harbour Investments
Wisconsin
$667K -$507 -6 -0.1%
AWE
24
Avidian Wealth Enterprises
Texas
$604K +$2.45K +29 +0.4%
UBS Group
25
UBS Group
Switzerland
$597K -$125K -1,485 -17%