First Trust Multi Cap Value AlphaDEX Fund
FAB
65 hedge funds and large institutions have $53.5M invested in First Trust Multi Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 63 → 65 (+2)
0.86% less ownership
Funds ownership: 45.3% → 44.44% (-0.86%)
3% less capital invested
Capital invested by funds: $55.4M → $53.5M (-$1.85M)
48% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$354K |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$197K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$197K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$163K |
| 5 |
Morgan Stanley
New York
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$563K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
-$511K |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$210K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$194K |
FAB Hedge Fund Activity: Q4 2025 in Review
65 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q4 2025, worth a combined $53.5M — down 3.3% from $55.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FAB positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 25 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $354K. The largest seller was Susquehanna International Group, cutting an estimated $1.6M.
- 65 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q4 2025, up from 63 in Q3 2025.
- Funds reported $53.5M of First Trust Multi Cap Value AlphaDEX Fund stock for Q4 2025, down 3.3% quarter-over-quarter.
- 7 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q4 2025 and 5 closed out, a net change of +2 holders.
- The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q4 2025 was Osaic Holdings, an estimated $354K added.
- The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q4 2025 was Susquehanna International Group, an estimated $1.6M sold.
Based on aggregated 13F filings for Q4 2025.