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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

74 hedge funds and large institutions have $131M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$2.33M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.4M
3
Stifel Financial
Stifel Financial
Missouri
+$949K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$674K
5
Two Sigma Investments
Two Sigma Investments
New York
+$594K

Top Sellers

1
RIA
Regal Investment Advisors
Michigan
-$4.81M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.59M
3
RJA
Raymond James & Associates
Florida
-$3.49M
4
HI
Harbour Investments
Wisconsin
-$3.31M
5
Wells Fargo
Wells Fargo
California
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$810K -$92.4K -1,664 -10%
AAS
27
Avantax Advisory Services
Texas
$794K -$3.28K -59 -0.4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$764K +$37.3K +672 +5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$674K +$674K +12,126 New
PB
30
Pinnacle Bancorp
Nebraska
$634K – – –
GWP
31
Gateway Wealth Partners
Wisconsin
$625K -$33.8K -609 -5%
Two Sigma Investments
32
Two Sigma Investments
New York
$594K +$594K +10,700 New
CPIG
33
Chicago Partners Investment Group
Illinois
$508K +$11.4K +211 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$504K -$229K -4,115 -31%
TWM
35
TCFG Wealth Management
California
$500K +$500K +9,009 New
HI
36
Harbour Investments
Wisconsin
$452K -$3.31M -59,493 -88%
MRCM
37
M&R Capital Management
New Jersey
$429K – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$428K +$4.89K +88 +1%
AAS
39
Ameritas Advisory Services
Nebraska
$380K -$18.9K -341 -5%
SMC
40
Smith, Moore & Co
Missouri
$369K -$24.3K -437 -6%
CWM
41
Cornerstone Wealth Management
Missouri
$323K – – –
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$261K -$3.06K -55 -1%
DADC
43
D.A. Davidson & Co
Montana
$255K -$2.22K -40 -0.9%
9WM
44
9258 Wealth Management
Ohio
$243K +$15.2K +273 +7%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$235K +$235K +4,231 New
NWM
46
Northwest Wealth Management
Iowa
$207K +$207K +3,731 New
FPAS
47
Focus Partners Advisor Solutions
Missouri
$207K +$207K +3,731 New
WWM
48
Wagner Wealth Management
South Carolina
$203K +$1.5K +27 +0.7%
GJWM
49
Gilliland Jeter Wealth Management
Arkansas
$167K – – –
FFA
50
Founders Financial Alliance
North Carolina
$156K +$667 +12 +0.4%
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