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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $186M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
29
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$35.1M
2
Morgan Stanley
Morgan Stanley
New York
$29.1M
3
First Trust Advisors
First Trust Advisors
Illinois
$5.16M
4
UBS Group
UBS Group
Switzerland
$6.01M
5
SMF
Sterling Manor Financial
New York
$2.16M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
$785K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Truist Financial
Truist Financial
North Carolina
$4.42M
4
CA
CoreCap Advisors
Michigan
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$35.1M +$9.63M +188,476 +38%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M +$5.5M +107,735 +23%
LPL Financial
3
LPL Financial
California
$20.9M +$1.89M +37,068 +10%
GVAG
4
Great Valley Advisor Group
Delaware
$13.3M +$1.5M +29,318 +13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.99M +$452K +8,843 +5%
OPOWM
6
One Plus One Wealth Management
Florida
$6.5M +$226K +4,433 +4%
UBS Group
7
UBS Group
Switzerland
$6.01M +$3.33M +65,221 +124%
RJA
8
Raymond James & Associates
Florida
$5.28M +$171K +3,344 +3%
First Trust Advisors
9
First Trust Advisors
Illinois
$5.16M +$5.16M +100,919 New
PAG
10
Private Advisor Group
New Jersey
$4.88M +$170K +3,334 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.81M +$210K +4,102 +5%
Truist Financial
12
Truist Financial
North Carolina
$4.42M -$1.46M -28,643 -25%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.87M +$2.14M +41,825 +124%
Stifel Financial
14
Stifel Financial
Missouri
$3.56M +$1.45M +28,356 +69%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$3.19M +$117K +2,286 +4%
AWS
16
Atria Wealth Solutions
New York
$2.9M +$2.9M +56,671 New
SMF
17
Sterling Manor Financial
New York
$2.16M +$2.16M +42,335 New
KWM
18
Kingsview Wealth Management
Oregon
$2.08M -$68.9K -1,349 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.81M +$1.81M +35,426 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.33M +$250K +4,900 +23%
CFD
21
Creative Financial Designs
Indiana
$1.3M +$21.2K +416 +2%
US Bancorp
22
US Bancorp
Minnesota
$1.17M +$58.2K +1,137 +5%
GSC
23
G&S Capital
Colorado
$1.15M +$1.15M +22,523 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.13M +$318K +6,213 +39%
TCM
25
Triumph Capital Management
Colorado
$1.03M +$351K +6,865 +52%
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