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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

67 hedge funds and large institutions have $151M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$9.93M
2
Morgan Stanley
Morgan Stanley
New York
+$9.67M
3
Truist Financial
Truist Financial
North Carolina
+$7.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.28M
5
BIP
Blueprint Investment Partners
North Carolina
+$5.16M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.32M
2
GVAG
Great Valley Advisor Group
Delaware
-$3.85M
3
FTUS
Flow Traders U.S.
New York
-$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.96M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$752K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$761K +$282K +6,175 +59%
IAIM
27
International Assets Investment Management
Florida
$726K +$726K +16,702 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$696K +$21K +459 +3%
CFD
29
Creative Financial Designs
Indiana
$686K -$388K -8,503 -36%
TRCT
30
Tower Research Capital (TRC)
New York
$659K +$237K +5,178 +56%
Ameriprise
31
Ameriprise
Minnesota
$592K +$592K +12,966 New
TFA
32
Transamerica Financial Advisors
Florida
$431K -$488K -10,677 -53%
Goldman Sachs
33
Goldman Sachs
New York
$412K – – –
MRCM
34
M&R Capital Management
New Jersey
$387K – – –
CPIG
35
Chicago Partners Investment Group
Illinois
$387K +$2.92K +65 +0.8%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$349K -$4.98K -109 -1%
SMC
37
Smith, Moore & Co
Missouri
$319K +$914 +20 +0.3%
PB
38
Pinnacle Bancorp
Nebraska
$306K – – –
DADC
39
D.A. Davidson & Co
Montana
$263K -$36.5K -799 -12%
WWM
40
Western Wealth Management
Colorado
$254K +$254K +5,570 New
AWA
41
Arkadios Wealth Advisors
Georgia
$253K +$9.6K +210 +4%
WWM
42
Wagner Wealth Management
South Carolina
$235K +$30.5K +668 +15%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$233K -$26.9K -589 -10%
GWM
44
Geneos Wealth Management
Colorado
$223K -$228 -5 -0.1%
PTC
45
Private Trust Company
Ohio
$214K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$131K – – –
FFA
47
Founders Financial Alliance
North Carolina
$125K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$121K – – –
ASN
49
Advisory Services Network
Georgia
$105K +$411 +9 +0.4%
CWM
50
Cranbrook Wealth Management
Michigan
$83.2K – – –
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