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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

55 hedge funds and large institutions have $158M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 17 closing their positions.

Holders
55
Holders Change
-13
Holders Change %
-19.12%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$10.8M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.55M
3
FTUS
3
Flow Traders U.S.
New York
$774K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.28M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.4M
2
Truist Financial
2
Truist Financial
North Carolina
$6.84M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.3M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.4M 468,991 -342,169 -42%
Morgan Stanley
2
Morgan Stanley
New York
$18.3M 365,841 -182,860 -33%
LPL Financial
3
LPL Financial
California
$17.2M 345,218 -156,700 -31%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.8M 276,793 -14,133 -5%
GVAG
5
Great Valley Advisor Group
Delaware
$10.8M 216,280 +16,324 +8%
Stifel Financial
6
Stifel Financial
Missouri
$7.89M 158,127 -12,457 -7%
Truist Financial
7
Truist Financial
North Carolina
$6.84M 137,136 -261,355 -66%
OPOWM
8
One Plus One Wealth Management
Florida
$6.73M 134,831 -183 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.65M 113,297 -1,137 -1%
RJA
10
Raymond James & Associates
Florida
$4.82M 96,520 -8,959 -8%
PAG
11
Private Advisor Group
New Jersey
$4.6M 92,083 -27,768 -23%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$4.14M 83,054 -3,179 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.63M 72,727 -23,246 -24%
SPC
14
Sigma Planning Corp
Michigan
$2.97M 59,473 -24,943 -30%
UBS Group
15
UBS Group
Switzerland
$2.39M 47,883 -15,747 -25%
KWM
16
Kingsview Wealth Management
Oregon
$2.02M 40,455 +1,353 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.95M 38,993 +6,828 +21%
HIS
18
Harvest Investment Services
Illinois
$1.62M 32,477 -12,218 -27%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.58M 31,636 -29,561 -48%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.55M 31,144 +16,267 +109%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.5M 30,060 +15,238 +103%
HI
22
Harbour Investments
Wisconsin
$1.48M 29,729 +1,826 +7%
TRCT
23
Tower Research Capital (TRC)
New York
$1.28M 25,616 +11,898 +87%
SWP
24
Stratos Wealth Partners
Ohio
$1.22M 24,515 -21,232 -46%
US Bancorp
25
US Bancorp
Minnesota
$1.08M 21,544 -3,370 -14%
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