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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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$107K -$14.3K -258 -12%
CWM
52
Cranbrook Wealth Management
Michigan
$101K – – –
CFD
53
Creative Financial Designs
Indiana
$101K -$9.39K -169 -9%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$88.3K +$83.6K +1,513 +1,780%
CAL
55
Capital Analysts LLC
Pennsylvania
$78K -$15.9K -287 -17%
GI
56
GAMMA Investing
California
$69.9K – – –
AAG
57
Accordant Advisory Group
Maryland
$55.6K – – –
MIM
58
MTM Investment Management
South Carolina
$33.1K – – –
NS
59
NBC Securities
Alabama
$27K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$26K – – –
Comerica Bank
61
Comerica Bank
Texas
$23.3K -$444 -8 -2%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$18K -$11.3K -202 -39%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$16.8K +$111 +2 +0.7%
SS
64
Sunbelt Securities
Texas
$13.9K – – –
GRP
65
Global Retirement Partners
California
$12.7K – – –
FFA
66
Farther Finance Advisors
California
$10.8K – – –
IA
67
IFP Advisors
Florida
$9.72K – – –
HNB
68
Hilltop National Bank
Wyoming
$7.94K -$5.17K -93 -39%
SPIA
69
Steward Partners Investment Advisory
New York
$5.28K – – –
SWM
70
Spire Wealth Management
Virginia
$4.29K – – –
Citigroup
71
Citigroup
New York
$3.63K – – –
CAM
72
Creekmur Asset Management
Illinois
$2.61K – – –
TFA
73
Transamerica Financial Advisors
Florida
$2K -$2.45K -38 -55%
Bank of America
74
Bank of America
North Carolina
$444 -$1.28K -23 -74%
SA
75
Sanctuary Advisors
Indiana
– -$886K -17,091 Closed
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