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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

69 hedge funds and large institutions have $137M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
18
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.75M
2
Citadel Advisors
Citadel Advisors
Florida
$2.01M
3
GWP
Gateway Wealth Partners
Wisconsin
$614K
4
TRCT
Tower Research Capital (TRC)
New York
$1.44M
5
SW
Simplicity Wealth
New Jersey
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.52M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$683K
4
Wells Fargo
Wells Fargo
California
$15M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$841K -$292K -5,647 -26%
AAS
27
Avantax Advisory Services
Texas
$742K +$227K +4,387 +44%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$683K -$1.44M -27,803 -68%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$677K +$517 +10 +0.1%
GWP
30
Gateway Wealth Partners
Wisconsin
$614K +$614K +11,866 New
PB
31
Pinnacle Bancorp
Nebraska
$591K – – –
CPIG
32
Chicago Partners Investment Group
Illinois
$535K +$35.9K +614 +7%
Goldman Sachs
33
Goldman Sachs
New York
$467K – – –
MRCM
34
M&R Capital Management
New Jersey
$400K -$31.1K -600 -7%
MML Investors Services
35
MML Investors Services
Massachusetts
$394K -$16.2K -313 -4%
AAS
36
Ameritas Advisory Services
Nebraska
$372K – – –
SMC
37
Smith, Moore & Co
Missouri
$366K +$1.66K +32 +0.5%
CWM
38
Cornerstone Wealth Management
Missouri
$301K – – –
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$241K +$14.7K +290 +7%
DADC
40
D.A. Davidson & Co
Montana
$239K -$104 -2 -0%
9WM
41
9258 Wealth Management
Ohio
$212K +$17.6K +340 +9%
WWM
42
Wagner Wealth Management
South Carolina
$188K -$11K -213 -6%
IAIM
43
International Assets Investment Management
Florida
$184K +$184K +3,561 New
GJWM
44
Gilliland Jeter Wealth Management
Arkansas
$155K – – –
FFA
45
Founders Financial Alliance
North Carolina
$144K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$113K -$12.7K -245 -10%
CFD
47
Creative Financial Designs
Indiana
$103K -$10.1K -196 -9%
CWM
48
Cranbrook Wealth Management
Michigan
$94.2K – – –
CAL
49
Capital Analysts LLC
Pennsylvania
$88K – – –
GI
50
GAMMA Investing
California
$65.2K +$65.2K +1,259 New
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