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First Trust Multi Cap Value AlphaDEX Fund

26 hedge funds and large institutions have $65.1M invested in First Trust Multi Cap Value AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
13
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.7M +$2.05M +44,885 +16%
SAM
2
Stringer Asset Management
Tennessee
$12.8M +$2.55M +55,732 +25%
Wells Fargo
3
Wells Fargo
California
$10.2M +$970K +21,248 +10%
U
4
UBS
Switzerland
$9.08M -$413K -9,033 -4%
IH
5
IFC Holdings
Florida
$3.05M +$76.9K +1,708 +3%
LPL Financial
6
LPL Financial
California
$2.54M +$361K +7,909 +17%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$2.36M +$214K +4,691 +10%
Ameriprise
8
Ameriprise
Minnesota
$2.15M +$214K +4,689 +11%
Bank of America
9
Bank of America
North Carolina
$1.23M +$265K +5,796 +28%
CA
10
Cetera Advisors
Colorado
$1.15M -$74.2K -1,622 -6%
RJA
11
Raymond James & Associates
Florida
$959K -$211K -4,625 -18%
CFA
12
Cahill Financial Advisors
Minnesota
$884K +$127K +2,790 +17%
TH
13
Timber Hill
Connecticut
$855K +$855K +18,718 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$735K +$168K +3,675 +30%
Stifel Financial
15
Stifel Financial
Missouri
$700K +$700K +15,337 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$428K +$58.1K +1,272 +16%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$283K -$12.6K -275 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$241K -$548 -12 -0.2%
WA
19
WFG Advisors
Texas
$146K +$9.19K +201 +7%
BRWA
20
B. Riley Wealth Advisors
Florida
$115K +$115K +2,510 New
DADC
21
D.A. Davidson & Co
Montana
$109K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$109K +$109K +2,379 New
Deutsche Bank
23
Deutsche Bank
Germany
$108K -$14.1K -310 -12%
AIG
24
American International Group
New York
$39.8K +$13.8K +302 +53%
WEC
25
Winslow Evans & Crocker
Massachusetts
$18.3K