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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

24 hedge funds and large institutions have $14.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
24
Holders Change
-9
Holders Change %
-27.27%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.21M
3
Jane Street
3
Jane Street
New York
$313K
4
CWS
4
Cypress Wealth Services
California
$293K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$656K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
GIA
3
Gladstone Institutional Advisory
Florida
$0
4
LPL Financial
4
LPL Financial
California
$1.77M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.87M 130,276 -16,007 -11%
Bank of America
2
Bank of America
North Carolina
$1.9M 85,957 -9,561 -10%
LPL Financial
3
LPL Financial
California
$1.77M 80,140 -22,340 -22%
TRCT
4
Tower Research Capital (TRC)
New York
$1.3M 58,763 +58,763 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.21M 54,736 +47,499 +656%
Wells Fargo
6
Wells Fargo
California
$1.19M 54,132 -14,553 -21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$656K 29,744 +11,367 +62%
US Bancorp
8
US Bancorp
Minnesota
$603K 27,296 +1,632 +6%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$455K 20,652 +626 +3%
Jane Street
10
Jane Street
New York
$313K 14,187 +14,187 New
UBS Group
11
UBS Group
Switzerland
$295K 13,404 +870 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$294K 13,302 +13,302 New
CWS
13
Cypress Wealth Services
California
$293K 13,300 +13,300 New
IWA
14
Intercontinental Wealth Advisors
Texas
$229K 10,400 +10,400 New
DADC
15
D.A. Davidson & Co
Montana
$201K 9,133 -464 -5%
MRCM
16
M&R Capital Management
New Jersey
$188K 8,565 -1,150 -12%
Citigroup
17
Citigroup
New York
$137K 6,200 – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$59K 2,678 -127 -5%
GWM
19
Geneos Wealth Management
Colorado
$36K 1,650 – –
SFPG
20
Stonebridge Financial Planning Group
Florida
$28K 1,200 +1,200 New
CFGS
21
Concourse Financial Group Securities
Alabama
$19K 868 -2,331 -73%
AIC
22
Ameritas Investment Company
Nebraska
$11K 507 +507 New
IA
23
IFP Advisors
Florida
$9K 378 -388 -51%
APA
24
American Portfolios Advisors
New York
$2.21K 100 – –
AWM
25
AE Wealth Management
Kansas
– – -167,788 Closed
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