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First Trust Multi Cap Value AlphaDEX Fund

39 hedge funds and large institutions have $79.5M invested in First Trust Multi Cap Value AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
18
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.7M +$6.22M +131,602 +35%
UBS Group
2
UBS Group
Switzerland
$9.03M +$9.03M +190,967 New
Wells Fargo
3
Wells Fargo
California
$7.97M -$5.13M -108,531 -39%
SAM
4
Stringer Asset Management
Tennessee
$6.92M +$993K +21,012 +17%
IH
5
IFC Holdings
Florida
$3.47M +$92K +1,934 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.33M +$780K +16,504 +31%
LPL Financial
7
LPL Financial
California
$3.2M +$114K +2,412 +4%
RJA
8
Raymond James & Associates
Florida
$2.75M +$1.06M +22,499 +63%
Ameriprise
9
Ameriprise
Minnesota
$2.27M -$183K -3,879 -7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.99M -$45.7K -967 -2%
Bank of America
11
Bank of America
North Carolina
$1.89M -$544K -11,514 -22%
CS
12
Credit Suisse
Switzerland
$1.55M +$1.3M +27,580 +521%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.09M -$3.77M -79,857 -78%
CA
14
Cetera Advisors
Colorado
$1.07M -$85.6K -1,810 -7%
CFA
15
Cahill Financial Advisors
Minnesota
$964K +$756 +16 +0.1%
Stifel Financial
16
Stifel Financial
Missouri
$962K +$125K +2,646 +15%
AIG
17
American International Group
New York
$891K +$807K +17,083 +967%
TH
18
Timber Hill
Connecticut
$835K
SFG
19
SNS Financial Group
Minnesota
$680K +$172K +3,639 +34%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$653K +$73.4K +1,553 +13%
ATC
21
Argent Trust Co
Tennessee
$650K +$650K +13,756 New
PFS
22
Prospera Financial Services
Texas
$642K +$13K +274 +2%
VFS
23
VSR Financial Services
Kansas
$449K -$774K -16,386 -63%
NPC
24
National Planning Corporation
California
$345K +$34.2K +744 +11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$336K -$14.8K -313 -4%