FYT icon

First Trust Small Cap Value AlphaDEX Fund

33 hedge funds and large institutions have $24.8M invested in First Trust Small Cap Value AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.72M 189,488 +59,212 +45%
Bank of America
2
Bank of America
North Carolina
$3.79M 125,462 +39,505 +46%
LPL Financial
3
LPL Financial
California
$3.03M 100,444 +20,304 +25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2M 66,433 +36,689 +123%
Wells Fargo
5
Wells Fargo
California
$1.48M 49,080 -5,052 -9%
UBS Group
6
UBS Group
Switzerland
$1.4M 46,550 +33,146 +247%
US Bancorp
7
US Bancorp
Minnesota
$853K 28,239 +943 +3%
TRCT
8
Tower Research Capital (TRC)
New York
$797K 26,392 -32,371 -55%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$793K 26,296 +26,296 New
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$748K 24,792 +4,140 +20%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$539K 17,849 +17,849 New
Osaic Holdings
12
Osaic Holdings
Arizona
$452K 14,984 +1,682 +13%
CWS
13
Cypress Wealth Services
California
$401K 13,300
IWA
14
Intercontinental Wealth Advisors
Texas
$314K 10,400
RJA
15
Raymond James & Associates
Florida
$303K 10,030 +10,030 New
Stifel Financial
16
Stifel Financial
Missouri
$271K 8,994 +8,994 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$269K 8,919 +8,919 New
MRCM
18
M&R Capital Management
New Jersey
$258K 8,565
DADC
19
D.A. Davidson & Co
Montana
$230K 7,611 -1,522 -17%
CPIG
20
Chicago Partners Investment Group
Illinois
$226K 7,207 +7,207 New
Jane Street
21
Jane Street
New York
$210K 6,957 -7,230 -51%
KWM
22
Kingsview Wealth Management
Oregon
$201K 6,672 +6,672 New
Citigroup
23
Citigroup
New York
$187K 6,200
PAG
24
Private Advisor Group
New Jersey
$112K 3,706 +3,706 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$66K 2,192 -486 -18%