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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

74 hedge funds and large institutions have $131M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
$6.51M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$1.4M
3
Stifel Financial
Stifel Financial
Missouri
$3.92M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$674K
5
Two Sigma Investments
Two Sigma Investments
New York
$594K

Top Sellers

1
RIA
Regal Investment Advisors
Michigan
$2.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.81M
3
RJA
Raymond James & Associates
Florida
$938K
4
HI
Harbour Investments
Wisconsin
$452K
5
Wells Fargo
Wells Fargo
California
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1
Simplicity Wealth
New Jersey
$16.1M +$252K +4,541 +2%
BIP
2
Blueprint Investment Partners
North Carolina
$14.2M +$246K +4,428 +2%
Wells Fargo
3
Wells Fargo
California
$13.4M -$2.79M -50,182 -17%
LPL Financial
4
LPL Financial
California
$13.1M -$1.61M -28,979 -11%
Morgan Stanley
5
Morgan Stanley
New York
$10.1M -$148K -2,660 -1%
KWM
6
Kingsview Wealth Management
Oregon
$6.51M +$2.33M +41,881 +56%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.81M -$4.59M -82,540 -49%
PAG
8
Private Advisor Group
New Jersey
$4.37M -$365K -6,564 -8%
PWS
9
Proactive Wealth Strategies
Georgia
$4.34M +$4.34M +78,119 New
Stifel Financial
10
Stifel Financial
Missouri
$3.92M +$949K +17,091 +32%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.55M +$31.3K +563 +0.9%
UBS Group
12
UBS Group
Switzerland
$2.97M -$65.3K -1,175 -2%
Truist Financial
13
Truist Financial
North Carolina
$2.95M +$103K +1,846 +4%
RIA
14
Regal Investment Advisors
Michigan
$2.6M -$4.81M -86,536 -65%
Citadel Advisors
15
Citadel Advisors
Florida
$2.39M +$229K +4,114 +11%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.26M +$22.9K +413 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.07M -$928K -16,703 -31%
KAS
18
Kestra Advisory Services
Texas
$1.67M -$43.6K -785 -3%
US Bancorp
19
US Bancorp
Minnesota
$1.48M +$56.7K +1,018 +4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.4M +$1.4M +25,145 New
Goldman Sachs
21
Goldman Sachs
New York
$1.02M +$524K +9,427 +105%
Osaic Holdings
22
Osaic Holdings
Arizona
$987K -$422K -7,591 -30%
AWS
23
Atria Wealth Solutions
New York
$966K +$31.4K +566 +3%
RJA
24
Raymond James & Associates
Florida
$938K -$3.49M -62,785 -79%
TRCT
25
Tower Research Capital (TRC)
New York
$929K -$613K -11,033 -40%
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