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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $122M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.65M
3
GVAG
3
Great Valley Advisor Group
Delaware
$12.9M
4
SPC
4
Sigma Planning Corp
Michigan
$1.89M
5
Jane Street
5
Jane Street
New York
$780K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.72M
2
Wells Fargo
2
Wells Fargo
California
$17.6M
3
OPOWM
3
One Plus One Wealth Management
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$235K
5
SMF
5
Sterling Manor Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.9M 515,890 +55,341 +12%
Wells Fargo
2
Wells Fargo
California
$17.6M 435,401 -197,871 -31%
GVAG
3
Great Valley Advisor Group
Delaware
$12.9M 319,335 +35,570 +13%
LPL Financial
4
LPL Financial
California
$11.3M 277,999 -14,554 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.72M 165,824 -358,916 -68%
UBS Group
6
UBS Group
Switzerland
$4.95M 122,261 -3,266 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.65M 114,707 +37,427 +48%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.53M 111,905 +14,106 +14%
RJA
9
Raymond James & Associates
Florida
$4.14M 102,278 +549 +0.5%
PAG
10
Private Advisor Group
New Jersey
$3.45M 85,031 -726 -0.8%
HI
11
Harbour Investments
Wisconsin
$2.18M 49,570 – –
BFEC
12
Benjamin F. Edwards & Company
Missouri
$2.06M 50,842 -13,203 -21%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.95M 48,070 +2,390 +5%
SPC
14
Sigma Planning Corp
Michigan
$1.89M 46,741 +31,027 +197%
KWM
15
Kingsview Wealth Management
Oregon
$1.83M 45,049 -4,081 -8%
AWS
16
Atria Wealth Solutions
New York
$1.79M 44,065 -2,930 -6%
Stifel Financial
17
Stifel Financial
Missouri
$1.48M 36,470 -35,997 -50%
TFA
18
Transamerica Financial Advisors
Florida
$1.29M 31,937 +43 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.11M 27,311 -98 -0.4%
CFD
20
Creative Financial Designs
Indiana
$1.09M 26,985 +1,009 +4%
TRCT
21
Tower Research Capital (TRC)
New York
$1.03M 25,515 +2,480 +11%
US Bancorp
22
US Bancorp
Minnesota
$954K 23,496 +141 +0.6%
GSC
23
G&S Capital
Colorado
$916K 22,615 +581 +3%
KAS
24
Kestra Advisory Services
Texas
$884K 21,833 +9,135 +72%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$843K 20,807 -950 -4%
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