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First Trust Small Cap Value AlphaDEX Fund

60 hedge funds and large institutions have $120M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
30
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
26
MGO One Seven
Ohio
$541K -$241K -5,135 -31%
PB
27
Pinnacle Bancorp
Nebraska
$536K +$221K +4,713 +70%
Goldman Sachs
28
Goldman Sachs
New York
$424K
MRCM
29
M&R Capital Management
New Jersey
$391K -$7.05K -150 -2%
AAS
30
Ameritas Advisory Services
Nebraska
$389K +$322 +7 +0.1%
CPIG
31
Chicago Partners Investment Group
Illinois
$380K +$3.55K +80 +0.9%
SMC
32
Smith, Moore & Co
Missouri
$331K +$1.03K +22 +0.3%
GVAG
33
Great Valley Advisor Group
Delaware
$329K -$40.5K -862 -11%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$290K -$1.88M -40,031 -87%
Citadel Advisors
35
Citadel Advisors
Florida
$280K -$213K -4,527 -43%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$266K +$28.2K +600 +12%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$244K
MML Investors Services
38
MML Investors Services
Massachusetts
$232K +$24.4K +519 +12%
DADC
39
D.A. Davidson & Co
Montana
$223K -$47.4K -1,008 -18%
WWM
40
Wagner Wealth Management
South Carolina
$205K -$7K -149 -3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$135K -$13.6K -290 -9%
FFA
42
Founders Financial Alliance
North Carolina
$131K
CWM
43
Cranbrook Wealth Management
Michigan
$85.5K
CAL
44
Capital Analysts LLC
Pennsylvania
$80K -$36.9K -784 -32%
NA
45
NewEdge Advisors
Louisiana
$77K -$13.6K -289 -15%
NS
46
NBC Securities
Alabama
$32K +$32K +700 New
MIM
47
MTM Investment Management
South Carolina
$28.4K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$25K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$18.4K +$47 +1 +0.3%