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First Trust Multi Cap Value AlphaDEX Fund

61 hedge funds and large institutions have $55.6M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% 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
18
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.28M -$78.4K -986 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$4.74M -$41.2K -518 -0.9%
LPL Financial
3
LPL Financial
California
$4.01M +$160K +2,008 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.64M +$2.36M +29,717 +185%
Wells Fargo
5
Wells Fargo
California
$3.36M +$57.4K +722 +2%
6F
6
626 Financial
Michigan
$3.18M -$72.5K -912 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.94M -$50.9K -640 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.69M -$440K -5,529 -14%
PS
9
Principal Securities
Iowa
$1.88M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.85M -$181K -2,276 -9%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.75M -$11.4K -143 -0.6%
Stifel Financial
12
Stifel Financial
Missouri
$1.74M -$137K -1,728 -7%
Goldman Sachs
13
Goldman Sachs
New York
$1.73M
NPAN
14
Northeast Planning Associates NH
New Hampshire
$1.66M +$1.66M +20,862 New
PA
15
PFG Advisors
Arizona
$1.23M +$39K +490 +3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$974K -$8.28M -104,114 -89%
PAG
17
Private Advisor Group
New Jersey
$894K -$197K -2,476 -18%
UBS Group
18
UBS Group
Switzerland
$875K +$66.3K +834 +8%
NS
19
NBC Securities
Alabama
$777K +$776K +9,769 +108,544%
QCIG
20
Quad-Cities Investment Group
Iowa
$713K -$8.11K -102 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$642K -$55.1K -693 -8%
PWS
22
Proactive Wealth Strategies
Georgia
$636K +$1.59K +20 +0.3%
HI
23
Harbour Investments
Wisconsin
$616K +$80 +1 +0%
CIAS
24
Capital Investment Advisory Services
North Carolina
$578K -$15.5K -195 -3%
Creative Planning
25
Creative Planning
Kansas
$577K +$577K +7,257 New