First Trust Multi Cap Value AlphaDEX Fund
FAB
63 hedge funds and large institutions have $55.4M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 60 → 63 (+3)
4% more capital invested
Capital invested by funds: $53.4M → $55.4M (+$1.96M)
0.02% less ownership
Funds ownership: 45.31% → 45.3% (-0.02%)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$746K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$382K |
| 3 |
VF
Virtu Financial
New York
|
+$224K |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$200K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPAN
Northeast Planning Associates NH
Bedford,
New Hampshire
|
-$1.72M |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$791K |
| 3 |
LPL Financial
San Diego,
California
|
-$409K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$347K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$228K |
FAB Hedge Fund Activity: Q3 2025 in Review
63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q3 2025, worth a combined $55.4M — up 3.7% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FAB positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $746K. The largest seller was Northeast Planning Associates NH, exiting entirely with an estimated $1.72M sold.
- 63 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q3 2025, up from 60 in Q2 2025.
- Funds reported $55.4M of First Trust Multi Cap Value AlphaDEX Fund stock for Q3 2025, up 3.7% quarter-over-quarter.
- 5 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q3 2025 was Rockefeller Capital Management, an estimated $746K added.
- The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q3 2025 was Northeast Planning Associates NH, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2025.