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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

61 hedge funds and large institutions have $190M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+20
Holders Change %
+48.78%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
24
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$20.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.95M
3
LPL Financial
LPL Financial
California
+$7.65M
4
SPC
Sigma Planning Corp
Michigan
+$5.61M
5
First Trust Advisors
First Trust Advisors
Illinois
+$5.05M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$1.32M
2
SMF
Sterling Manor Financial
New York
-$957K
3
Citadel Advisors
Citadel Advisors
Florida
-$920K
4
Truist Financial
Truist Financial
North Carolina
-$839K
5
Bank of America
Bank of America
North Carolina
-$679K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$1.32M +$53.9K +1,071 +4%
Bank of America
27
Bank of America
North Carolina
$1.32M -$679K -13,492 -34%
HR
28
Hayden Royal
North Carolina
$1.07M +$1.07M +21,213 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.06M +$607K +12,070 +133%
OMC
30
Old Mission Capital
Illinois
$1.05M +$1.05M +20,887 New
Citadel Advisors
31
Citadel Advisors
Florida
$831K -$920K -18,320 -53%
KAS
32
Kestra Advisory Services
Texas
$729K +$729K +14,492 New
MRCM
33
M&R Capital Management
New Jersey
$430K – – –
DADC
34
D.A. Davidson & Co
Montana
$411K +$51.4K +1,021 +14%
CPIG
35
Chicago Partners Investment Group
Illinois
$359K -$2.21K -43 -0.6%
Citigroup
36
Citigroup
New York
$349K – – –
PB
37
Pinnacle Bancorp
Nebraska
$337K +$65.4K +1,300 +24%
IWA
38
Intercontinental Wealth Advisors
Texas
$327K – – –
PA
39
PFG Advisors
Arizona
$326K +$326K +6,472 New
KPWS
40
Kestra Private Wealth Services
Texas
$317K +$317K +6,291 New
SMC
41
Smith, Moore & Co
Missouri
$278K +$605 +12 +0.2%
ASN
42
Advisory Services Network
Georgia
$275K +$272K +5,406 +8,447%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$258K +$258K +5,127 New
WWM
44
Wagner Wealth Management
South Carolina
$189K +$68.1K +1,352 +56%
SFPG
45
Stonebridge Financial Planning Group
Florida
$173K +$173K +3,395 New
FFA
46
Founders Financial Alliance
North Carolina
$148K – – –
CFA
47
Carroll Financial Associates
North Carolina
$126K +$126K +2,520 New
AWA
48
Arkadios Wealth Advisors
Georgia
$98K +$10.2K +204 +12%
CWM
49
Cranbrook Wealth Management
Michigan
$92K – – –
HI
50
Harbour Investments
Wisconsin
$83K +$83K +1,650 New
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