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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $122M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.65M
3
GVAG
3
Great Valley Advisor Group
Delaware
$12.9M
4
SPC
4
Sigma Planning Corp
Michigan
$1.89M
5
Jane Street
5
Jane Street
New York
$780K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.72M
2
Wells Fargo
2
Wells Fargo
California
$17.6M
3
OPOWM
3
One Plus One Wealth Management
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$235K
5
SMF
5
Sterling Manor Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$780K +$780K +19,250 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$668K +$142K +3,518 +27%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$628K +$3.89K +96 +0.6%
Citadel Advisors
29
Citadel Advisors
Florida
$612K +$612K +15,104 New
PWP
30
Pursue Wealth Partners
California
$608K – – –
SFP
31
Sweet Financial Partners
Minnesota
$472K – – –
FFN
32
Focus Financial Network
Minnesota
$447K +$447K +11,038 New
CPIG
33
Chicago Partners Investment Group
Illinois
$386K +$51.6K +1,134 +15%
MCM
34
MAI Capital Management
Ohio
$375K – – –
Goldman Sachs
35
Goldman Sachs
New York
$365K – – –
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$353K -$1.74K -43 -0.5%
MRCM
37
M&R Capital Management
New Jersey
$343K – – –
SMC
38
Smith, Moore & Co
Missouri
$281K +$1.06K +26 +0.4%
PB
39
Pinnacle Bancorp
Nebraska
$271K – – –
DADC
40
D.A. Davidson & Co
Montana
$266K -$21K -518 -7%
PTC
41
Private Trust Company
Ohio
$261K – – –
SS
42
Simplicity Solutions
Minnesota
$245K +$245K +6,042 New
Truist Financial
43
Truist Financial
North Carolina
$235K -$3.24M -80,158 -93%
NWM
44
Northwest Wealth Management
Iowa
$225K – – –
FTUS
45
Flow Traders U.S.
New York
$223K -$256K -6,321 -53%
BAM
46
Belpointe Asset Management
Nevada
$223K +$223K +5,495 New
TA
47
TKG Advisors
Indiana
$211K -$16.5K -409 -7%
WWM
48
Wagner Wealth Management
South Carolina
$210K -$4.73K -117 -2%
GWM
49
Geneos Wealth Management
Colorado
$166K +$38.5K +955 +30%
CAL
50
Capital Analysts LLC
Pennsylvania
$114K +$21.9K +539 +24%
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