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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

73 hedge funds and large institutions have $153M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$15M
2
RIA
2
Regal Investment Advisors
Michigan
$6.93M
3
RJA
3
Raymond James & Associates
Florida
$4.77M
4
Wells Fargo
4
Wells Fargo
California
$17M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
UBS Group
2
UBS Group
Switzerland
$2.98M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$275K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.3M
5
Truist Financial
5
Truist Financial
North Carolina
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$1.19M -$141K -2,587 -11%
TRCT
27
Tower Research Capital (TRC)
New York
$946K -$306K -5,635 -24%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$711K -$114K -2,105 -14%
GS
29
GTS Securities
New York
$696K +$696K +12,818 New
PB
30
Pinnacle Bancorp
Nebraska
$620K – – –
AAS
31
Avantax Advisory Services
Texas
$541K +$206K +3,785 +61%
Goldman Sachs
32
Goldman Sachs
New York
$490K -$156K -2,868 -24%
MRCM
33
M&R Capital Management
New Jersey
$452K – – –
CPIG
34
Chicago Partners Investment Group
Illinois
$446K +$157 +3 +0%
MML Investors Services
35
MML Investors Services
Massachusetts
$430K +$10.3K +190 +2%
SMC
36
Smith, Moore & Co
Missouri
$382K +$11.7K +215 +3%
AAS
37
Ameritas Advisory Services
Nebraska
$376K +$61.1K +1,168 +19%
CWM
38
Cornerstone Wealth Management
Missouri
$316K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$307K -$39K -719 -11%
JIP
40
Jaffetilchin Investment Partners
Florida
$275K -$978K -18,007 -78%
DADC
41
D.A. Davidson & Co
Montana
$251K -$2.17K -40 -0.9%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$242K -$171K -3,147 -41%
LFAS
43
Level Four Advisory Services
Texas
$218K – – –
WWM
44
Wagner Wealth Management
South Carolina
$209K -$489 -9 -0.2%
9WM
45
9258 Wealth Management
Ohio
$204K +$204K +3,764 New
GJWM
46
Gilliland Jeter Wealth Management
Arkansas
$163K +$163K +3,000 New
FFA
47
Founders Financial Alliance
North Carolina
$152K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$132K – – –
T
49
Tidemark
California
$127K +$23.4K +431 +23%
CFD
50
Creative Financial Designs
Indiana
$119K -$731K -13,449 -86%
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