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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

46 hedge funds and large institutions have $42.3M invested in First Trust Multi Cap Value AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.12M
2
Jane Street
Jane Street
New York
+$623K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$468K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$367K
5
PSF
Pacific Sun Financial
California
+$360K

Top Sellers

1
HH
Hilltop Holdings
Texas
-$1.45M
2
UBS Group
UBS Group
Switzerland
-$1.34M
3
SG Americas Securities
SG Americas Securities
New York
-$515K
4
Wells Fargo
Wells Fargo
California
-$388K
5
TH
Timber Hill
Connecticut
-$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$291K +$5.74K +105 +2%
RWMH
27
Riverpoint Wealth Management Holdings
Illinois
$219K +$1.81K +33 +0.8%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$185K -$32.7K -598 -15%
Citigroup
29
Citigroup
New York
$164K – – –
BFEC
30
Benjamin F. Edwards & Company
Missouri
$156K +$10.5K +192 +7%
SG Americas Securities
31
SG Americas Securities
New York
$116K -$515K -9,400 -82%
CF
32
Centaurus Financial
California
$113K +$113K +2,059 New
SWP
33
Stratos Wealth Partners
Ohio
$106K +$58.9K +1,076 +125%
IA
34
IFP Advisors
Florida
$89K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$61K – – –
US Bancorp
36
US Bancorp
Minnesota
$36K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$34K -$9.42K -174 -22%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$32K – – –
1IA
39
1834 Investment Advisors
Wisconsin
$28K – – –
SEI Investments
40
SEI Investments
Pennsylvania
$23K – – –
WEC
41
Winslow Evans & Crocker
Massachusetts
$21.9K – – –
ASN
42
Advisory Services Network
Georgia
$10K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
CPIG
44
Chicago Partners Investment Group
Illinois
$4K – – –
HH
45
Hilltop Holdings
Texas
– -$1.45M -25,416 Closed
IH
46
IFC Holdings
Florida
– -$949K -16,606 Closed
GRP
47
Global Retirement Partners
California
– -$3K -49 Closed
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