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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

62 hedge funds and large institutions have $63.9M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.83M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.11M
4
Truist Financial
4
Truist Financial
North Carolina
$392K
5
UBS Group
5
UBS Group
Switzerland
$839K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.24M
2
NS
2
NBC Securities
Alabama
$770
3
VF
3
Virtu Financial
New York
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
Wells Fargo
5
Wells Fargo
California
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.6M -$117K -1,415 -1%
Morgan Stanley
2
Morgan Stanley
New York
$5.55M -$139K -1,682 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$4.96M +$4.96M +60,176 New
LPL Financial
4
LPL Financial
California
$3.99M +$130K +1,581 +3%
Wells Fargo
5
Wells Fargo
California
$3.43M -$280K -3,389 -8%
6F
6
626 Financial
Michigan
$3.37M -$121K -1,473 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.24M -$2.83M -34,328 -47%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.1M +$135K +1,636 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.11M +$435K +5,277 +26%
Stifel Financial
10
Stifel Financial
Missouri
$1.95M +$60.2K +730 +3%
PS
11
Principal Securities
Iowa
$1.88M -$41.3K -501 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$1.83M +$1.63M +19,711 +814%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.83M -$5.69K -69 -0.3%
Goldman Sachs
14
Goldman Sachs
New York
$1.8M – – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.33M +$1.33M +16,071 New
PA
16
PFG Advisors
Arizona
$1.23M -$10.7K -130 -0.9%
PAG
17
Private Advisor Group
New Jersey
$1.13M -$50.1K -607 -4%
UBS Group
18
UBS Group
Switzerland
$839K +$256K +3,105 +44%
QCIG
19
Quad-Cities Investment Group
Iowa
$748K +$39.7K +481 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$723K +$1.73K +21 +0.2%
PWS
21
Proactive Wealth Strategies
Georgia
$658K +$4.54K +55 +0.7%
HI
22
Harbour Investments
Wisconsin
$639K -$12.2K -148 -2%
CIAS
23
Capital Investment Advisory Services
North Carolina
$615K -$134K -1,620 -18%
AWE
24
Avidian Wealth Enterprises
Texas
$593K +$3.13K +38 +0.5%
ACM
25
AlphaStar Capital Management
North Carolina
$552K +$2.02K +23 +0.4%
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