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First Trust Small Cap Value AlphaDEX Fund

58 hedge funds and large institutions have $127M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-9
Holders Change %
-13.43%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
18
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.5M 292,148 -48,124 -14%
Wells Fargo
2
Wells Fargo
California
$13.4M 291,783 -98,700 -25%
SS
3
Simplicity Solutions
Minnesota
$12.4M 269,153 +51,891 +24%
BIP
4
Blueprint Investment Partners
North Carolina
$11.7M 254,429 +58,386 +30%
Morgan Stanley
5
Morgan Stanley
New York
$11M 238,535 -238,737 -50%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.26M 200,975 +69,203 +53%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.96M 194,561 +17,473 +10%
Truist Financial
8
Truist Financial
North Carolina
$7.99M 173,429 +3,797 +2%
PAG
9
Private Advisor Group
New Jersey
$3.97M 86,128 -3,049 -3%
UBS Group
10
UBS Group
Switzerland
$3.26M 70,671 -16,357 -19%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.07M 66,619 -854 -1%
HI
12
Harbour Investments
Wisconsin
$2.61M 56,617 +2,150 +4%
KWM
13
Kingsview Wealth Management
Oregon
$2.23M 48,444 +3 +0%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.13M 46,211 +23,617 +105%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.1M 45,520 -4,868 -10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.88M 40,761 -13,160 -24%
RJA
17
Raymond James & Associates
Florida
$1.77M 38,321 -78,094 -67%
BAM
18
Belpointe Asset Management
Nevada
$1.73M 37,614 +328 +0.9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.43M 31,049 -27,857 -47%
KAS
20
Kestra Advisory Services
Texas
$1.2M 26,039 -681 -3%
TRCT
21
Tower Research Capital (TRC)
New York
$1.11M 24,022 +9,615 +67%
US Bancorp
22
US Bancorp
Minnesota
$1.08M 23,390 +323 +1%
Stifel Financial
23
Stifel Financial
Missouri
$945K 20,510 -5,287 -20%
AWS
24
Atria Wealth Solutions
New York
$895K 19,419 -3,385 -15%
MOS
25
MGO One Seven
Ohio
$767K 16,650