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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

67 hedge funds and large institutions have $151M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$9.93M
2
Morgan Stanley
Morgan Stanley
New York
+$9.67M
3
Truist Financial
Truist Financial
North Carolina
+$7.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.28M
5
BIP
Blueprint Investment Partners
North Carolina
+$5.16M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.32M
2
GVAG
Great Valley Advisor Group
Delaware
-$3.85M
3
FTUS
Flow Traders U.S.
New York
-$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.96M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$752K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$55.6K +$55.6K +1,217 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$47.3K -$46 -1 -0.1%
NA
53
NewEdge Advisors
Louisiana
$46.2K +$1.1K +24 +2%
MIM
54
MTM Investment Management
South Carolina
$27.6K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$24.9K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$17.9K +$46 +1 +0.3%
SS
58
Sunbelt Securities
Texas
$11.2K +$11.2K +250 New
TWC
59
TD Waterhouse Canada
Ontario, Canada
$10.2K – – –
GRP
60
Global Retirement Partners
California
$9.7K -$6.85K -161 -41%
IA
61
IFP Advisors
Florida
$6.64K -$3.38K -89 -34%
SPIA
62
Steward Partners Investment Advisory
New York
$4.34K -$685 -15 -14%
Citigroup
63
Citigroup
New York
$4.3K – – –
SWM
64
Spire Wealth Management
Virginia
$3.53K -$62.4K -1,364 -95%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$2.69K +$57 +1,246 +2%
AWM
66
Accel Wealth Management
Iowa
$1.11K +$691 +15 +167%
RG
67
Retirement Group
California
$1K – – –
FTUS
68
Flow Traders U.S.
New York
– -$2.33M -51,798 Closed
PWP
69
Pursue Wealth Partners
California
– -$675K -15,000 Closed
MCC
70
Money Concepts Capital
Florida
– -$241K -5,361 Closed
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