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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

69 hedge funds and large institutions have $137M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
18
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.75M
2
Citadel Advisors
Citadel Advisors
Florida
$2.01M
3
GWP
Gateway Wealth Partners
Wisconsin
$614K
4
TRCT
Tower Research Capital (TRC)
New York
$1.44M
5
SW
Simplicity Wealth
New Jersey
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.52M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$683K
4
Wells Fargo
Wells Fargo
California
$15M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
– -$10.9K -200 Closed
CA
77
CoreCap Advisors
Michigan
– -$6.25K -115 Closed
DFA
78
DHJJ Financial Advisors
Illinois
– -$4.02K -74 Closed
1 2 3
4