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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

47 hedge funds and large institutions have $46.1M invested in First Trust Multi Cap Value AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
$1.45M
2
Wells Fargo
Wells Fargo
California
$1.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.53M
4
Jane Street
Jane Street
New York
$1.01M
5
Goldman Sachs
Goldman Sachs
New York
$2.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.5M
2
Bank of America
Bank of America
North Carolina
$4.45M
3
VF
Virtu Financial
New York
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$5.14M
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$464K -$40.6K -713 -8%
CA
27
Cetera Advisors
Colorado
$449K -$108K -1,900 -19%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$298K -$41.3K -723 -12%
RWMH
29
Riverpoint Wealth Management Holdings
Illinois
$227K -$1.38K -24 -0.6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$227K +$5.37K +94 +2%
Citigroup
31
Citigroup
New York
$170K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$152K +$57 +1 +0%
IA
33
IFP Advisors
Florida
$89K +$855 +15 +1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$63K – – –
SWP
35
Stratos Wealth Partners
Ohio
$49K +$49K +862 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$46K +$9.98K +174 +28%
US Bancorp
37
US Bancorp
Minnesota
$37K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$33K – – –
1IA
39
1834 Investment Advisors
Wisconsin
$29K +$29K +509 New
SEI Investments
40
SEI Investments
Pennsylvania
$24K +$20.8K +367 +644%
WEC
41
Winslow Evans & Crocker
Massachusetts
$22.8K – – –
ASN
42
Advisory Services Network
Georgia
$11K – – –
CPIG
43
Chicago Partners Investment Group
Illinois
$5K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
GRP
45
Global Retirement Partners
California
$3K – – –
VF
46
Virtu Financial
New York
– -$450K -8,385 Closed
Ameriprise
47
Ameriprise
Minnesota
– -$329K -6,125 Closed
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