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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $186M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
29
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$35.1M
2
Morgan Stanley
Morgan Stanley
New York
$29.1M
3
First Trust Advisors
First Trust Advisors
Illinois
$5.16M
4
UBS Group
UBS Group
Switzerland
$6.01M
5
SMF
Sterling Manor Financial
New York
$2.16M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
$785K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Truist Financial
Truist Financial
North Carolina
$4.42M
4
CA
CoreCap Advisors
Michigan
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$230K -$22.6K -443 -9%
IWA
52
Intercontinental Wealth Advisors
Texas
$204K – – –
FFA
53
Founders Financial Alliance
North Carolina
$143K – – –
CAL
54
Capital Analysts LLC
Pennsylvania
$116K +$116K +2,265 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$109K +$56.1K +1,096 +106%
CWM
56
Cranbrook Wealth Management
Michigan
$93K – – –
GWM
57
Geneos Wealth Management
Colorado
$72K +$72K +1,413 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$58K +$20.6K +407 +55%
CFGS
59
Concourse Financial Group Securities
Alabama
$46K -$94K -1,825 -67%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$38K -$1.22K -24 -3%
GRP
61
Global Retirement Partners
California
$33K +$33K +712 New
TFA
62
Transamerica Financial Advisors
Florida
$25K +$25K +474 New
MIM
63
MTM Investment Management
South Carolina
$17K – – –
IA
64
IFP Advisors
Florida
$17K +$3.24K +90 +24%
PFS
65
Prospera Financial Services
Texas
$10K +$10K +200 New
APA
66
American Portfolios Advisors
New York
$5.11K – – –
RG
67
Retirement Group
California
$1K – – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$2.11M -39,713 Closed
CA
69
CoreCap Advisors
Michigan
– -$1.38M -26,000 Closed
FTUS
70
Flow Traders U.S.
New York
– -$588K -11,080 Closed
ARC
71
Advisor Resource Council
Texas
– -$562K -10,588 Closed
OC
72
Oppenheimer & Co
New York
– -$478K -9,003 Closed
WFA
73
WMG Financial Advisors
Tennessee
– -$368K -6,936 Closed
KPWS
74
Kestra Private Wealth Services
Texas
– -$314K -5,923 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
– -$247K -4,706 Closed
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