FYT icon

First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

55 hedge funds and large institutions have $158M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-13
Holders Change %
-19.12%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$10.8M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.55M
3
FTUS
3
Flow Traders U.S.
New York
$774K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.28M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.4M
2
Truist Financial
2
Truist Financial
North Carolina
$6.84M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.3M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$980K +$2.25K +45 +0.2%
FTUS
27
Flow Traders U.S.
New York
$774K +$774K +15,517 New
SWM
28
Spire Wealth Management
Virginia
$725K +$210K +4,202 +41%
KAS
29
Kestra Advisory Services
Texas
$682K -$176K -3,519 -20%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$669K -$583K -11,675 -47%
OMC
31
Old Mission Capital
Illinois
$520K -$915K -18,341 -64%
JIP
32
Jaffetilchin Investment Partners
Florida
$517K +$517K +10,362 New
MCM
33
MAI Capital Management
Ohio
$462K – – –
Citadel Advisors
34
Citadel Advisors
Florida
$450K -$275K -5,492 -38%
MRCM
35
M&R Capital Management
New Jersey
$422K -$4.73K -95 -1%
CPIG
36
Chicago Partners Investment Group
Illinois
$396K +$2.5K +46 +0.6%
DADC
37
D.A. Davidson & Co
Montana
$393K -$549 -11 -0.1%
PB
38
Pinnacle Bancorp
Nebraska
$334K – – –
KPWS
39
Kestra Private Wealth Services
Texas
$298K -$28.5K -573 -9%
SMC
40
Smith, Moore & Co
Missouri
$292K +$15.8K +317 +6%
PA
41
PFG Advisors
Arizona
$259K -$66.8K -1,337 -20%
AWA
42
Arkadios Wealth Advisors
Georgia
$223K +$20.4K +410 +10%
WWM
43
Wagner Wealth Management
South Carolina
$221K +$9.92K +192 +5%
SFPG
44
Stonebridge Financial Planning Group
Florida
$147K -$34.8K -650 -19%
FFA
45
Founders Financial Alliance
North Carolina
$139K – – –
CWM
46
Cranbrook Wealth Management
Michigan
$91K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$69K +$100 +2 +0.1%
CFGS
48
Concourse Financial Group Securities
Alabama
$61K -$4.85K -97 -7%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$59K +$7.47K +150 +14%
GRP
50
Global Retirement Partners
California
$32K -$12.6K -249 -28%
1
2
3