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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $240M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
29
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.9M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Wells Fargo
3
Wells Fargo
California
$41.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.8M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$580K
2
Truist Financial
2
Truist Financial
North Carolina
$20.3M
3
UBS Group
3
UBS Group
Switzerland
$3.24M
4
SPC
4
Sigma Planning Corp
Michigan
$4.3M
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.3M 811,160 +163,668 +25%
Morgan Stanley
2
Morgan Stanley
New York
$27.9M 548,701 +287,955 +110%
LPL Financial
3
LPL Financial
California
$25.6M 501,918 +178,036 +55%
Truist Financial
4
Truist Financial
North Carolina
$20.3M 398,491 -49,967 -11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.8M 290,926 +48,288 +20%
GVAG
6
Great Valley Advisor Group
Delaware
$10.2M 199,956 +6,693 +3%
Stifel Financial
7
Stifel Financial
Missouri
$8.69M 170,584 +124,350 +269%
OPOWM
8
One Plus One Wealth Management
Florida
$6.88M 135,014 -21,280 -14%
PAG
9
Private Advisor Group
New Jersey
$6.1M 119,851 +27,299 +29%
First Trust Advisors
10
First Trust Advisors
Illinois
$6.1M 119,817 +19,479 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.83M 114,434 +696 +0.6%
RJA
12
Raymond James & Associates
Florida
$5.37M 105,479 -1,997 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.89M 95,973 -3,883 -4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$4.39M 86,233 +1,990 +2%
SPC
15
Sigma Planning Corp
Michigan
$4.3M 84,416 -27,180 -24%
SMF
16
Sterling Manor Financial
New York
$4.14M 81,240 +11,184 +16%
UBS Group
17
UBS Group
Switzerland
$3.24M 63,630 -40,596 -39%
HR
18
Hayden Royal
North Carolina
$3.2M 62,912 +41,699 +197%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.12M 61,197 +24,976 +69%
PAG
20
Private Advisory Group
Washington
$3.04M 59,664 -20 -0%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.36M 46,240 +46,240 New
SWP
22
Stratos Wealth Partners
Ohio
$2.33M 45,747 +5,888 +15%
HIS
23
Harvest Investment Services
Illinois
$2.28M 44,695 -2,626 -6%
KWM
24
Kingsview Wealth Management
Oregon
$2.01M 39,102 +9,429 +32%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.64M 32,165 +4,613 +17%
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