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First Trust Small Cap Value AlphaDEX Fund

30 hedge funds and large institutions have $29.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.5M 159,313 -16,448 -9%
Bank of America
2
Bank of America
North Carolina
$3.73M 107,905 -2,543 -2%
LPL Financial
3
LPL Financial
California
$3.42M 99,021 -1,479 -1%
GIA
4
Gladstone Institutional Advisory
Florida
$2.27M 65,633 +57,184 +677%
Wells Fargo
5
Wells Fargo
California
$2.2M 63,638 -26,415 -29%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$1.5M 43,460 +198 +0.5%
RJA
7
Raymond James & Associates
Florida
$1.28M 36,924 +2,033 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.01M 29,247 +6,084 +26%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$968K 27,932 +27,932 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$864K 24,995 +5,633 +29%
Citadel Advisors
11
Citadel Advisors
Florida
$848K 24,469 -21,776 -47%
US Bancorp
12
US Bancorp
Minnesota
$821K 23,751 +2,397 +11%
AG
13
Advisor Group
Arizona
$646K 18,703 -1,121 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$544K 15,740 -1,146 -7%
Stifel Financial
15
Stifel Financial
Missouri
$539K 15,607 +3,455 +28%
DADC
16
D.A. Davidson & Co
Montana
$357K 10,338 +92 +0.9%
MRCM
17
M&R Capital Management
New Jersey
$335K 9,715
NWM
18
Northwest Wealth Management
Iowa
$319K 9,223
CPIG
19
Chicago Partners Investment Group
Illinois
$306K 9,142 -77 -0.8%
CS
20
Credit Suisse
Switzerland
$276K 7,981 +7,981 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$259K 7,521 -233 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$245K 7,093 -461 -6%
CFGS
23
Concourse Financial Group Securities
Alabama
$240K 6,948 +164 +2%
Citigroup
24
Citigroup
New York
$215K 6,200
UBS Group
25
UBS Group
Switzerland
$203K 5,866 -43 -0.7%