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First Trust Small Cap Value AlphaDEX Fund

35 hedge funds and large institutions have $36.7M invested in First Trust Small Cap Value AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.37M 217,445 +36,715 +20%
RJA
2
Raymond James & Associates
Florida
$4.97M 128,954 +116,276 +917%
LPL Financial
3
LPL Financial
California
$3.52M 91,481 -40,016 -30%
NWM
4
Northwest Wealth Management
Iowa
$3.08M 80,095 -29,876 -27%
Bank of America
5
Bank of America
North Carolina
$2.82M 73,254 -12,662 -15%
Wells Fargo
6
Wells Fargo
California
$2.38M 61,707 -92,506 -60%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.38M 35,748 +6,053 +20%
Jane Street
8
Jane Street
New York
$1.23M 32,009 +14,479 +83%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.01M 26,209 +20,417 +353%
CWM
10
Cornerstone Wealth Management
Missouri
$928K 35,704 +35,704 New
JIP
11
Jaffetilchin Investment Partners
Florida
$845K 21,935 +21,935 New
US Bancorp
12
US Bancorp
Minnesota
$762K 19,787 +2,630 +15%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$634K 16,464 -4,952 -23%
IWA
14
Intercontinental Wealth Advisors
Texas
$495K 12,860
AG
15
Advisor Group
Arizona
$476K 12,363 +173 +1%
SAM
16
Sequent Asset Management
Texas
$430K 11,159 -41,320 -79%
DADC
17
D.A. Davidson & Co
Montana
$380K 9,873 -267 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$309K 8,018 -11,149 -58%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$299K 7,770 -147 -2%
MRCM
20
M&R Capital Management
New Jersey
$299K 7,785
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$279K 7,243 +139 +2%
Stifel Financial
22
Stifel Financial
Missouri
$271K 6,990 +321 +5%
OIA
23
Optimum Investment Advisors
Illinois
$254K 6,583 +6,583 New
CCA
24
Clearwater Capital Advisors
Illinois
$249K 6,454
Citigroup
25
Citigroup
New York
$239K 6,200