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First Trust Small Cap Value AlphaDEX Fund

67 hedge funds and large institutions have $151M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$9.67M +211,746 +80%
Wells Fargo
2
Wells Fargo
California
$17.8M +$1.92M +41,928 +12%
LPL Financial
3
LPL Financial
California
$15.5M +$2.73M +59,708 +21%
GVAG
4
Great Valley Advisor Group
Delaware
$10.6M -$3.85M -84,299 -27%
SS
5
Simplicity Solutions
Minnesota
$9.93M +$9.93M +217,262 New
BIP
6
Blueprint Investment Partners
North Carolina
$8.96M +$5.16M +112,945 +136%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.09M +$7.28M +159,331 +897%
Truist Financial
8
Truist Financial
North Carolina
$7.75M +$7.4M +161,875 +2,087%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.02M -$1.96M -42,997 -25%
RJA
10
Raymond James & Associates
Florida
$5.32M +$2.48M +54,306 +87%
PAG
11
Private Advisor Group
New Jersey
$4.07M +$504K +11,025 +14%
UBS Group
12
UBS Group
Switzerland
$3.98M +$81.6K +1,785 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.08M -$5.32M -116,528 -63%
HI
14
Harbour Investments
Wisconsin
$2.49M +$124K +2,707 +5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$2.46M +$1M +21,925 +69%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.3M +$361K +7,930 +19%
KWM
17
Kingsview Wealth Management
Oregon
$2.21M +$87.6K +1,917 +4%
BAM
18
Belpointe Asset Management
Nevada
$1.7M -$39.4K -862 -2%
KAS
19
Kestra Advisory Services
Texas
$1.22M +$79.7K +1,744 +7%
Stifel Financial
20
Stifel Financial
Missouri
$1.18M +$340K +7,440 +41%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.13M -$151K -3,311 -12%
US Bancorp
22
US Bancorp
Minnesota
$1.05M +$30.6K +670 +3%
AWS
23
Atria Wealth Solutions
New York
$1.04M -$261K -5,718 -20%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.03M -$752K -16,461 -42%
PFA
25
Pinnacle Family Advisors
Missouri
$906K +$906K +19,835 New