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First Trust Small Cap Value AlphaDEX Fund

35 hedge funds and large institutions have $29.3M invested in First Trust Small Cap Value AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.17M 175,761 +2,271 +1%
Bank of America
2
Bank of America
North Carolina
$3.88M 110,448 +32,478 +42%
LPL Financial
3
LPL Financial
California
$3.53M 100,500 +686 +0.7%
Wells Fargo
4
Wells Fargo
California
$3.16M 90,053 +19,935 +28%
Citadel Advisors
5
Citadel Advisors
Florida
$1.63M 46,245 +9,051 +24%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$1.52M 43,262 -3,116 -7%
RJA
7
Raymond James & Associates
Florida
$1.23M 34,891 +4,702 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$813K 23,163 -30,728 -57%
US Bancorp
9
US Bancorp
Minnesota
$750K 21,354 +2,061 +11%
AG
10
Advisor Group
Arizona
$696K 19,824 +1,445 +8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$680K 19,362 +8,046 +71%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$593K 16,886 +2,800 +20%
Stifel Financial
13
Stifel Financial
Missouri
$425K 12,152 +2,360 +24%
DADC
14
D.A. Davidson & Co
Montana
$360K 10,246 -777 -7%
MRCM
15
M&R Capital Management
New Jersey
$356K 9,715
CPIG
16
Chicago Partners Investment Group
Illinois
$338K 9,219 +1,122 +14%
NWM
17
Northwest Wealth Management
Iowa
$324K 9,223 -13,650 -60%
GIA
18
Gladstone Institutional Advisory
Florida
$297K 8,449 -1,768 -17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$272K 7,754 +470 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$265K 7,554 -206 -3%
CWM
21
Cornerstone Wealth Management
Missouri
$257K 799 +799 New
IWA
22
Intercontinental Wealth Advisors
Texas
$255K 7,250 -5,060 -41%
CFGS
23
Concourse Financial Group Securities
Alabama
$238K 6,784 +646 +11%
Citigroup
24
Citigroup
New York
$218K 6,200
UBS Group
25
UBS Group
Switzerland
$207K 5,909 +292 +5%