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First Trust Small Cap Value AlphaDEX Fund

43 hedge funds and large institutions have $67.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
17
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HA
1
Hays Advisory
Tennessee
$13.4M 392,531 +392,531 New
BTS
2
BB&T Securities
Virginia
$10.2M 298,047 +50,629 +20%
Morgan Stanley
3
Morgan Stanley
New York
$9.04M 265,006 +1,855 +0.7%
Wells Fargo
4
Wells Fargo
California
$7.34M 215,138 +42,977 +25%
Jane Street
5
Jane Street
New York
$5.14M 150,705 +140,255 +1,342%
Bank of America
6
Bank of America
North Carolina
$3.36M 98,572 +14,679 +17%
LPL Financial
7
LPL Financial
California
$3.27M 97,405 +13,966 +17%
SAM
8
Sequent Asset Management
Texas
$1.95M 57,179 +35,550 +164%
Citadel Advisors
9
Citadel Advisors
Florida
$1.22M 35,745 +35,745 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.22M 35,633 +1,388 +4%
AG
11
Advisor Group
Arizona
$1.16M 33,917 +8,143 +32%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$970K 28,414 -4,426 -13%
Stifel Financial
13
Stifel Financial
Missouri
$794K 23,277 +10,969 +89%
Ameriprise
14
Ameriprise
Minnesota
$759K 22,231 +15,294 +220%
CWM
15
Cornerstone Wealth Management
Missouri
$586K 17,756 -244 -1%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$571K 16,732 -12,315 -42%
SG Americas Securities
17
SG Americas Securities
New York
$506K 14,812 +14,812 New
IWA
18
Intercontinental Wealth Advisors
Texas
$450K 13,190
DADC
19
D.A. Davidson & Co
Montana
$449K 13,163 -256 -2%
US Bancorp
20
US Bancorp
Minnesota
$444K 13,005 +1,235 +10%
VKH
21
Virtu KCG Holdings
New York
$442K 12,967 +12,967 New
JIP
22
Jaffetilchin Investment Partners
Florida
$404K 11,844 -24,756 -68%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$404K 11,824 -15,235 -56%
CS
24
Credit Suisse
Switzerland
$391K 11,447 +1,295 +13%
UBS Group
25
UBS Group
Switzerland
$381K 11,171 +7,362 +193%