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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $240M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
29
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.9M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Wells Fargo
3
Wells Fargo
California
$41.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.8M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$580K
2
Truist Financial
2
Truist Financial
North Carolina
$20.3M
3
UBS Group
3
UBS Group
Switzerland
$3.24M
4
SPC
4
Sigma Planning Corp
Michigan
$4.3M
5
Bank of America
5
Bank of America
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.47M +$401K +7,878 +38%
HI
27
Harbour Investments
Wisconsin
$1.42M +$1.34M +26,253 +1,591%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.28M +$202K +3,958 +19%
US Bancorp
29
US Bancorp
Minnesota
$1.27M -$108K -2,125 -8%
GSC
30
G&S Capital
Colorado
$1.05M +$1.05M +20,558 New
CFD
31
Creative Financial Designs
Indiana
$997K +$997K +19,587 New
KAS
32
Kestra Advisory Services
Texas
$875K +$137K +2,697 +19%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$758K -$583K -11,442 -43%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$755K +$494K +9,695 +189%
MOS
35
MGO One Seven
Ohio
$749K +$749K +14,715 New
CWM
36
Cornerstone Wealth Management
Missouri
$739K +$739K +14,506 New
Citadel Advisors
37
Citadel Advisors
Florida
$738K -$104K -2,050 -12%
TRCT
38
Tower Research Capital (TRC)
New York
$699K +$699K +13,718 New
ARC
39
Advisor Resource Council
Texas
$624K +$624K +12,246 New
BCM
40
Brookstone Capital Management
Illinois
$580K -$2.78M -55,880 -83%
LS
41
Leelyn Smith
Illinois
$531K +$531K +10,421 New
SWM
42
Spire Wealth Management
Virginia
$525K +$525K +10,320 New
MCM
43
MAI Capital Management
Ohio
$471K +$471K +9,250 New
MRCM
44
M&R Capital Management
New Jersey
$436K – – –
DADC
45
D.A. Davidson & Co
Montana
$402K -$14.2K -278 -3%
CPIG
46
Chicago Partners Investment Group
Illinois
$360K +$14K +282 +4%
Citigroup
47
Citigroup
New York
$354K – – –
PB
48
Pinnacle Bancorp
Nebraska
$341K – – –
KPWS
49
Kestra Private Wealth Services
Texas
$334K +$13.5K +264 +4%
PA
50
PFG Advisors
Arizona
$332K +$2.6K +51 +0.8%
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