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First Trust Small Cap Value AlphaDEX Fund

35 hedge funds and large institutions have $32.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$7.62M 247,170 +247,170 New
Morgan Stanley
2
Morgan Stanley
New York
$5.73M 186,053 -3,435 -2%
Bank of America
3
Bank of America
North Carolina
$3.77M 122,274 -3,188 -3%
LPL Financial
4
LPL Financial
California
$2.9M 94,113 -6,331 -6%
UBS Group
5
UBS Group
Switzerland
$1.7M 55,184 +8,634 +19%
Wells Fargo
6
Wells Fargo
California
$1.31M 42,345 -6,735 -14%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.06M 34,439 +34,439 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$1.02M 33,055 +15,206 +85%
US Bancorp
9
US Bancorp
Minnesota
$970K 31,427 +3,188 +11%
BAM
10
Belpointe Asset Management
Nevada
$914K 29,666 +29,666 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$811K 26,339 +43 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$773K 25,083 -41,350 -62%
Citadel Advisors
13
Citadel Advisors
Florida
$714K 23,165 +23,165 New
Stifel Financial
14
Stifel Financial
Missouri
$545K 17,705 +8,711 +97%
RJA
15
Raymond James & Associates
Florida
$516K 16,733 +6,703 +67%
Osaic Holdings
16
Osaic Holdings
Arizona
$439K 14,282 -702 -5%
KWM
17
Kingsview Wealth Management
Oregon
$319K 10,350 +3,678 +55%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$277K 8,993 +74 +0.8%
MRCM
19
M&R Capital Management
New Jersey
$263K 8,565
CPIG
20
Chicago Partners Investment Group
Illinois
$235K 6,939 -268 -4%
DADC
21
D.A. Davidson & Co
Montana
$220K 7,145 -466 -6%
IWA
22
Intercontinental Wealth Advisors
Texas
$200K 6,500 -3,900 -38%
Citigroup
23
Citigroup
New York
$191K 6,200
PB
24
Pinnacle Bancorp
Nebraska
$111K 3,600 +3,600 New
FFA
25
Founders Financial Alliance
North Carolina
$93K 2,791 +2,791 New