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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $122M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.65M
3
GVAG
3
Great Valley Advisor Group
Delaware
$12.9M
4
SPC
4
Sigma Planning Corp
Michigan
$1.89M
5
Jane Street
5
Jane Street
New York
$780K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.72M
2
Wells Fargo
2
Wells Fargo
California
$17.6M
3
OPOWM
3
One Plus One Wealth Management
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$235K
5
SMF
5
Sterling Manor Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
51
Founders Financial Alliance
North Carolina
$113K 2,791 – –
CWM
52
Cranbrook Wealth Management
Michigan
$74K 1,820 – –
SPIA
53
Steward Partners Investment Advisory
New York
$53K 1,310 -33,999 -96%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$47K 1,180 +36 +3%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$42K 1,036 +1 +0.1%
GRP
56
Global Retirement Partners
California
$40K 871 +156 +22%
SWM
57
Spire Wealth Management
Virginia
$30K 746 -1,702 -70%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$30K 752 -939 -56%
MIM
59
MTM Investment Management
South Carolina
$25K 605 +280 +86%
CFGS
60
Concourse Financial Group Securities
Alabama
$22K 548 – –
DWMG
61
DB Wealth Management Group
California
$22K 534 +534 New
VCM
62
Vigilant Capital Management
Maine
$13K 312 +312 New
IA
63
IFP Advisors
Florida
$10K 264 -208 -44%
TWC
64
TD Waterhouse Canada
Ontario, Canada
$9.26K 223 – –
APA
65
American Portfolios Advisors
New York
$4.05K 100 – –
Citigroup
66
Citigroup
New York
$4K 94 – –
MOS
67
MGO One Seven
Ohio
$410 10,125 – –
OPOWM
68
One Plus One Wealth Management
Florida
– – -123,249 Closed
SMF
69
Sterling Manor Financial
New York
– – -46,196 Closed
ARC
70
Advisor Resource Council
Texas
– – -10,452 Closed
AWM
71
AE Wealth Management
Kansas
– – -4,995 Closed
AWA
72
Arkadios Wealth Advisors
Georgia
– – -4,703 Closed
SWM
73
SeaCrest Wealth Management
New York
– – -2,726 Closed
RG
74
Retirement Group
California
– – -25 Closed
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
– – -19 Closed
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