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First Trust Small Cap Value AlphaDEX Fund

58 hedge funds and large institutions have $127M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-9
Holders Change %
-13.43%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
18
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$698K +$6.59K +143 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$687K -$15.7K -341 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$483K +$483K +10,491 New
CPIG
29
Chicago Partners Investment Group
Illinois
$423K -$6.79K -136 -2%
Goldman Sachs
30
Goldman Sachs
New York
$416K
MRCM
31
M&R Capital Management
New Jersey
$390K
AAS
32
Ameritas Advisory Services
Nebraska
$386K +$331K +7,236 +595%
GVAG
33
Great Valley Advisor Group
Delaware
$363K -$10.4M -225,050 -97%
SMC
34
Smith, Moore & Co
Missouri
$323K +$1.66K +36 +0.5%
PB
35
Pinnacle Bancorp
Nebraska
$309K
DADC
36
D.A. Davidson & Co
Montana
$265K
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$240K -$112K -2,441 -32%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$233K -$2.54K -55 -1%
WWM
39
Wagner Wealth Management
South Carolina
$208K -$28.4K -617 -12%
MML Investors Services
40
MML Investors Services
Massachusetts
$203K +$203K +4,414 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$146K +$13.4K +290 +10%
FFA
42
Founders Financial Alliance
North Carolina
$129K
CAL
43
Capital Analysts LLC
Pennsylvania
$114K -$7.53K -164 -6%
NA
44
NewEdge Advisors
Louisiana
$88.8K +$42.2K +916 +91%
CWM
45
Cranbrook Wealth Management
Michigan
$83.8K
MIM
46
MTM Investment Management
South Carolina
$27.9K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$24K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$21.6K -$26.1K -567 -55%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$18.1K +$46 +1 +0.3%
CFGS
50
Concourse Financial Group Securities
Alabama
$14.5K -$10.6K -231 -42%