FYT icon

First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

69 hedge funds and large institutions have $163M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$23.1M
2
SPIA
2
Steward Partners Investment Advisory
New York
$1.56M
3
TFA
3
Transamerica Financial Advisors
Florida
$1.41M
4
GVAG
4
Great Valley Advisor Group
Delaware
$12.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.01M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.3M
3
Wells Fargo
3
Wells Fargo
California
$27.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.01M
5
TCM
5
Triumph Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$27.9M 633,272 -53,052 -8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$23.1M 524,740 +329,282 +168%
Morgan Stanley
3
Morgan Stanley
New York
$20.3M 460,549 -108,739 -19%
LPL Financial
4
LPL Financial
California
$12.9M 292,553 -116,915 -29%
GVAG
5
Great Valley Advisor Group
Delaware
$12.5M 283,765 +24,118 +9%
UBS Group
6
UBS Group
Switzerland
$5.53M 125,527 +7,872 +7%
OPOWM
7
One Plus One Wealth Management
Florida
$5.43M 123,249 -4,023 -3%
RJA
8
Raymond James & Associates
Florida
$4.48M 101,729 -1,566 -2%
First Trust Advisors
9
First Trust Advisors
Illinois
$4.31M 97,799 -3,120 -3%
Truist Financial
10
Truist Financial
North Carolina
$3.79M 85,966 -594 -0.7%
PAG
11
Private Advisor Group
New Jersey
$3.78M 85,757 -9,764 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.4M 77,280 -16,803 -18%
Stifel Financial
13
Stifel Financial
Missouri
$3.19M 72,467 +2,838 +4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$2.82M 64,045 +1,530 +2%
HI
15
Harbour Investments
Wisconsin
$2.18M 49,570 +49,570 New
KWM
16
Kingsview Wealth Management
Oregon
$2.16M 49,130 +8,353 +20%
AWS
17
Atria Wealth Solutions
New York
$2.07M 46,995 -9,676 -17%
SMF
18
Sterling Manor Financial
New York
$2.03M 46,196 +3,861 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.01M 45,680 -29,997 -40%
SPIA
20
Steward Partners Investment Advisory
New York
$1.56M 35,309 +35,309 New
TFA
21
Transamerica Financial Advisors
Florida
$1.41M 31,894 +31,420 +6,629%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.21M 27,409 +1,339 +5%
CFD
23
Creative Financial Designs
Indiana
$1.14M 25,976 +604 +2%
US Bancorp
24
US Bancorp
Minnesota
$1.03M 23,355 +430 +2%
TRCT
25
Tower Research Capital (TRC)
New York
$1.01M 23,035 +12,705 +123%
1
2 3 4