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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

69 hedge funds and large institutions have $163M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$23.1M
2
SPIA
2
Steward Partners Investment Advisory
New York
$1.56M
3
TFA
3
Transamerica Financial Advisors
Florida
$1.41M
4
GVAG
4
Great Valley Advisor Group
Delaware
$12.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.01M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.3M
3
Wells Fargo
3
Wells Fargo
California
$27.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.01M
5
TCM
5
Triumph Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSC
26
G&S Capital
Colorado
$970K 22,034 -489 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$958K 21,757 -433 -2%
SPC
28
Sigma Planning Corp
Michigan
$692K 15,714 +344 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$678K 15,413 +10,178 +194%
PWP
30
Pursue Wealth Partners
California
$660K 15,000 – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$572K 12,981 -7,172 -36%
KAS
32
Kestra Advisory Services
Texas
$559K 12,698 +2,876 +29%
FTUS
33
Flow Traders U.S.
New York
$521K 11,823 +11,823 New
SFP
34
Sweet Financial Partners
Minnesota
$513K 11,640 – –
ARC
35
Advisor Resource Council
Texas
$460K 10,452 +10,452 New
MOS
36
MGO One Seven
Ohio
$446K 10,125 – –
MCM
37
MAI Capital Management
Ohio
$407K 9,250 – –
Goldman Sachs
38
Goldman Sachs
New York
$397K 9,021 – –
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$386K 8,766 +161 +2%
MRCM
40
M&R Capital Management
New Jersey
$372K 8,470 – –
CPIG
41
Chicago Partners Investment Group
Illinois
$357K 7,348 -941 -11%
DADC
42
D.A. Davidson & Co
Montana
$311K 7,072 -822 -10%
SMC
43
Smith, Moore & Co
Missouri
$304K 6,899 +1,019 +17%
PB
44
Pinnacle Bancorp
Nebraska
$295K 6,700 – –
PTC
45
Private Trust Company
Ohio
$283K 6,436 +6,436 New
TA
46
TKG Advisors
Indiana
$248K 5,624 -4,681 -45%
NWM
47
Northwest Wealth Management
Iowa
$244K 5,547 – –
WWM
48
Wagner Wealth Management
South Carolina
$234K 5,307 -5,525 -51%
AWM
49
AE Wealth Management
Kansas
$220K 4,995 +494 +11%
AWA
50
Arkadios Wealth Advisors
Georgia
$207K 4,703 +9 +0.2%
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