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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

60 hedge funds and large institutions have $53.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$496K
2
UBS Group
UBS Group
Switzerland
$1.36M
3
Osaic Holdings
Osaic Holdings
Arizona
$3.16M
4
Raymond James Financial
Raymond James Financial
Florida
$5.02M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$307K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.8M
2
WIA
Wetzel Investment Advisors
Indiana
$0
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$599K
4
Wells Fargo
Wells Fargo
California
$3.09M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.16M -$228K -2,811 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$5.02M +$167K +2,053 +3%
LPL Financial
3
LPL Financial
California
$4.09M -$7.15K -88 -0.2%
6F
4
626 Financial
Michigan
$3.17M -$82.8K -1,019 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.16M +$373K +4,519 +13%
Wells Fargo
6
Wells Fargo
California
$3.09M -$353K -4,349 -10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.8M -$920K -11,324 -25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.7M -$303K -3,734 -10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.77M -$12.4K -152 -0.7%
Goldman Sachs
10
Goldman Sachs
New York
$1.77M – – –
NPAN
11
Northeast Planning Associates NH
New Hampshire
$1.72M +$28.9K +355 +2%
Stifel Financial
12
Stifel Financial
Missouri
$1.66M -$113K -1,389 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.6M -$293K -3,607 -15%
PS
14
Principal Securities
Iowa
$1.51M -$340K -4,185 -18%
UBS Group
15
UBS Group
Switzerland
$1.36M +$463K +5,700 +52%
PA
16
PFG Advisors
Arizona
$1.23M -$19.5K -240 -2%
PAG
17
Private Advisor Group
New Jersey
$915K +$1.22K +15 +0.1%
NS
18
NBC Securities
Alabama
$779K -$15K -185 -2%
QCIG
19
Quad-Cities Investment Group
Iowa
$730K +$1.3K +16 +0.2%
PWS
20
Proactive Wealth Strategies
Georgia
$652K +$2.52K +31 +0.4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$626K -$29.8K -367 -5%
HI
22
Harbour Investments
Wisconsin
$610K -$20.2K -248 -3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$599K -$396K -4,873 -40%
AWE
24
Avidian Wealth Enterprises
Texas
$587K +$1.71K +21 +0.3%
CIAS
25
Capital Investment Advisory Services
North Carolina
$562K -$28.9K -356 -5%
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