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First Trust Small Cap Value AlphaDEX Fund

73 hedge funds and large institutions have $153M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17M 312,555 +54,578 +21%
SW
2
Simplicity Wealth
New Jersey
$15M 275,221 +275,221 New
LPL Financial
3
LPL Financial
California
$14.2M 260,827 +12,543 +5%
Morgan Stanley
4
Morgan Stanley
New York
$14.1M 260,115 -259,495 -50%
BIP
5
Blueprint Investment Partners
North Carolina
$14.1M 259,289 +1,595 +0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.45M 155,474 +4,847 +3%
RIA
7
Regal Investment Advisors
Michigan
$6.93M 127,623 +127,623 New
PAG
8
Private Advisor Group
New Jersey
$5.23M 96,313 +4,489 +5%
RJA
9
Raymond James & Associates
Florida
$4.77M 87,882 +63,134 +255%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$4.52M 83,133 +7,993 +11%
KWM
11
Kingsview Wealth Management
Oregon
$4.02M 73,983 +6,463 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.98M 73,225 +956 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.59M 66,167 -13,463 -17%
HI
14
Harbour Investments
Wisconsin
$3.43M 63,182 +5,812 +10%
UBS Group
15
UBS Group
Switzerland
$2.98M 54,843 -27,929 -34%
Truist Financial
16
Truist Financial
North Carolina
$2.87M 52,875 -15,157 -22%
Stifel Financial
17
Stifel Financial
Missouri
$2.65M 48,727 +13,850 +40%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.3M 42,399 -15,653 -27%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.23M 40,992 +36,250 +764%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.13M 39,152 +1,879 +5%
KAS
21
Kestra Advisory Services
Texas
$1.63M 29,961 +1,104 +4%
AWS
22
Atria Wealth Solutions
New York
$1.62M 29,784 -1,401 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.57M 28,890 -2,676 -8%
Citadel Advisors
24
Citadel Advisors
Florida
$1.44M 26,574 +26,574 New
US Bancorp
25
US Bancorp
Minnesota
$1.37M 25,157 +654 +3%