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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

48 hedge funds and large institutions have $48.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$1.15M
2
AG
Advisor Group
Arizona
$1.04M
3
VKH
Virtu KCG Holdings
New York
$460K
4
HighTower Advisors
HighTower Advisors
Illinois
$819K
5
UBS Group
UBS Group
Switzerland
$9.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1M
2
Bank of America
Bank of America
North Carolina
$4.34M
3
Morgan Stanley
Morgan Stanley
New York
$2.83M
4
GRP
Global Retirement Partners
California
$5K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$497K +$9.47K +181 +2%
VKH
27
Virtu KCG Holdings
New York
$460K +$460K +8,803 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$457K +$105K +2,011 +30%
RWMH
29
Riverpoint Wealth Management Holdings
Illinois
$296K -$11.9K -229 -4%
Stifel Financial
30
Stifel Financial
Missouri
$273K -$5.07K -97 -2%
WA
31
WFG Advisors
Texas
$262K +$52.1K +995 +25%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$191K +$4.81K +92 +3%
Citigroup
33
Citigroup
New York
$157K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$140K – – –
IA
35
IFP Advisors
Florida
$84K – – –
VWA
36
V Wealth Advisors
Kansas
$55K +$55K +1,070 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$52K – – –
US Bancorp
38
US Bancorp
Minnesota
$34K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$33K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$30K -$11.1K -214 -27%
WEC
41
Winslow Evans & Crocker
Massachusetts
$20.9K – – –
ADL
42
Asset Dedication LLC
California
$19K +$19K +360 New
Creative Planning
43
Creative Planning
Kansas
$16K – – –
ASN
44
Advisory Services Network
Georgia
$16K – – –
CPIG
45
Chicago Partners Investment Group
Illinois
$8K +$8K +164 New
GRP
46
Global Retirement Partners
California
$5K -$589K -11,549 -99%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$5K +96 New
Citadel Advisors
48
Citadel Advisors
Florida
– -$538K -10,380 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
– -$335K -6,448 Closed
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
– -$200K -3,860 Closed
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