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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

38 hedge funds and large institutions have $34.6M invested in First Trust Multi Cap Value AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.78M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.02M
3
UBS Group
UBS Group
Switzerland
+$649K
4
OIA
OneDigital Investment Advisors
Kansas
+$478K
5
Morgan Stanley
Morgan Stanley
New York
+$253K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
2
Jane Street
Jane Street
New York
-$835K
3
Bank of America
Bank of America
North Carolina
-$596K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$393K
5
SFG
SNS Financial Group
Minnesota
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.27M +$1.78M +37,268 +27%
UBS Group
2
UBS Group
Switzerland
$5.51M +$649K +13,575 +13%
Bank of America
3
Bank of America
North Carolina
$3.5M -$596K -12,460 -15%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.8M -$393K -8,232 -18%
Morgan Stanley
5
Morgan Stanley
New York
$1.75M +$253K +5,282 +17%
Wells Fargo
6
Wells Fargo
California
$1.32M +$31.8K +665 +2%
AG
7
Advisor Group
Arizona
$1.31M +$18.8K +393 +1%
KWM
8
Kingsview Wealth Management
Oregon
$1.05M +$2.92K +61 +0.3%
DADC
9
D.A. Davidson & Co
Montana
$1.04M -$163K -3,405 -13%
Citadel Advisors
10
Citadel Advisors
Florida
$1.02M +$1.02M +21,271 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$983K +$153K +3,198 +18%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$921K -$1.15M -23,971 -55%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$710K -$19.6K -409 -3%
CBFP
14
Cedar Brook Financial Partners
Ohio
$644K +$644K +13,463 New
BFC
15
Bedel Financial Consulting
Indiana
$635K – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$589K -$51K -1,066 -8%
RJA
17
Raymond James & Associates
Florida
$484K +$5.74K +120 +1%
OIA
18
OneDigital Investment Advisors
Kansas
$478K +$478K +9,996 New
CA
19
Cetera Advisors
Colorado
$395K -$14.1K -296 -3%
WI
20
Wintrust Investments
Illinois
$356K +$62.7K +1,312 +21%
Jane Street
21
Jane Street
New York
$342K -$835K -17,483 -71%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$268K -$130K -2,729 -33%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$267K -$34.6K -724 -11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$251K +$1.1K +23 +0.4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$159K +$3.31K +69 +2%
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