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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 %
IAIM
76
International Assets Investment Management
Florida
– -$259K -4,760 Closed
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
– -$14.2K -261 Closed
ASN
78
Advisory Services Network
Georgia
– -$5.55K -102 Closed
1 2 3
4