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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

73 hedge funds and large institutions have $153M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$15M
2
RIA
2
Regal Investment Advisors
Michigan
$6.93M
3
RJA
3
Raymond James & Associates
Florida
$4.77M
4
Wells Fargo
4
Wells Fargo
California
$17M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
UBS Group
2
UBS Group
Switzerland
$2.98M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$275K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.3M
5
Truist Financial
5
Truist Financial
North Carolina
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cranbrook Wealth Management
Michigan
$98.9K – – –
CAL
52
Capital Analysts LLC
Pennsylvania
$92K – – –
AAG
53
Accordant Advisory Group
Maryland
$54.3K +$54.3K +1,000 New
MIM
54
MTM Investment Management
South Carolina
$32.9K – – –
NS
55
NBC Securities
Alabama
$32K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$25.4K – – –
Comerica Bank
58
Comerica Bank
Texas
$23.4K +$20.6K +380 +760%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$16.3K -$8.92K -164 -35%
SS
60
Sunbelt Securities
Texas
$13.6K – – –
GRP
61
Global Retirement Partners
California
$12.4K – – –
Bank of America
62
Bank of America
North Carolina
$12.1K +$12.1K +223 New
CFGS
63
Concourse Financial Group Securities
Alabama
$10.9K – – –
FFA
64
Farther Finance Advisors
California
$10.5K +$10.5K +195 New
IA
65
IFP Advisors
Florida
$9.51K – – –
CA
66
CoreCap Advisors
Michigan
$6.25K +$6.25K +115 New
SPIA
67
Steward Partners Investment Advisory
New York
$5.16K – – –
Jones Financial Companies
68
Jones Financial Companies
Missouri
$4.62K +$4.62K +85 New
SWM
69
Spire Wealth Management
Virginia
$4.19K – – –
DFA
70
DHJJ Financial Advisors
Illinois
$4.02K – – –
TFA
71
Transamerica Financial Advisors
Florida
$4K -$116 -2 -3%
CAM
72
Creekmur Asset Management
Illinois
$2.55K – – –
RG
73
Retirement Group
California
$1.36K – – –
Jane Street
74
Jane Street
New York
– -$377K -6,926 Closed
MOS
75
MGO One Seven
Ohio
– -$336K -6,185 Closed
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