FYT icon

First Trust Small Cap Value AlphaDEX Fund

23 hedge funds and large institutions have $63M invested in First Trust Small Cap Value AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
11
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HA
1
Hays Advisory
Tennessee
$21.8M 667,558 +36,676 +6%
Morgan Stanley
2
Morgan Stanley
New York
$15.8M 483,477 +166 +0%
Wells Fargo
3
Wells Fargo
California
$4.12M 126,202 +13,631 +12%
IFWM
4
Institute for Wealth Management
Colorado
$4.09M 125,414 +125,414 New
BTS
5
BB&T Securities
Virginia
$3.65M 11,190 -134 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.34M 102,312 +80,233 +363%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.04M 62,405 +62,405 New
FHA
8
First Horizon Advisors
Tennessee
$2.03M 62,542 +9,046 +17%
VFS
9
VSR Financial Services
Kansas
$1.08M 33,051 +6,356 +24%
Stifel Financial
10
Stifel Financial
Missouri
$1.03M 31,494 +31,494 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$901K 27,634 +27,490 +19,090%
LPL Financial
12
LPL Financial
California
$720K 22,080 +4,839 +28%
SI
13
Stephens Inc
Arkansas
$521K 15,957 +252 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$435K 13,350 +13,350 New
Bank of America
15
Bank of America
North Carolina
$409K 12,534 -172,200 -93%
PI
16
Placemark Investments
Illinois
$332K 10,203 +10,203 New
FHC
17
First Heartland Consultants
Missouri
$277K 8,478 +8,478 New
PAG
18
Private Advisor Group
New Jersey
$236K 7,250 -2,500 -26%
AIG
19
American International Group
New York
$95.7K 2,933 +2,823 +2,566%
Ameriprise
20
Ameriprise
Minnesota
$84K 2,579 -307 -11%
BRWM
21
B. Riley Wealth Management
Tennessee
$80K 2,452 +2,452 New
WA
22
WFG Advisors
Texas
$17K 510 +1 +0.2%
DADC
23
D.A. Davidson & Co
Montana
$6K 193 +193 New
HFS
24
HL Financial Services
Kentucky
-10,877 Closed