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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

35 hedge funds and large institutions have $38.9M invested in First Trust Multi Cap Value AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.23M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$437K
3
Bank of America
Bank of America
North Carolina
+$305K
4
Jane Street
Jane Street
New York
+$195K
5
AG
Advisor Group
Arizona
+$64.5K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$680K
2
OIA
OneDigital Investment Advisors
Kansas
-$478K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$447K
4
Morgan Stanley
Morgan Stanley
New York
-$204K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.5M +$1.23M +22,755 +13%
UBS Group
2
UBS Group
Switzerland
$5.52M -$680K -12,622 -11%
Bank of America
3
Bank of America
North Carolina
$4.25M +$305K +5,658 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.9M -$123K -2,287 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.76M -$204K -3,795 -10%
AG
6
Advisor Group
Arizona
$1.55M +$64.5K +1,198 +4%
Wells Fargo
7
Wells Fargo
California
$1.46M -$33.3K -618 -2%
KWM
8
Kingsview Wealth Management
Oregon
$1.19M +$8.24K +153 +0.7%
DADC
9
D.A. Davidson & Co
Montana
$1.13M -$46.8K -868 -4%
Citadel Advisors
10
Citadel Advisors
Florida
$1.06M -$86.3K -1,600 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$977K -$130K -2,409 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$832K +$32.4K +602 +4%
CBFP
13
Cedar Brook Financial Partners
Ohio
$729K +$3.5K +65 +0.5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$720K +$437K +8,116 +155%
BFC
15
Bedel Financial Consulting
Indiana
$715K – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$611K -$54.7K -1,011 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$592K -$447K -8,293 -43%
Jane Street
18
Jane Street
New York
$581K +$195K +3,628 +51%
RJA
19
Raymond James & Associates
Florida
$551K +$5.92K +110 +1%
CA
20
Cetera Advisors
Colorado
$453K +$5.51K +102 +1%
WI
21
Wintrust Investments
Illinois
$401K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$325K +$22.7K +421 +7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$301K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$173K -$5.32K -99 -3%
Citigroup
25
Citigroup
New York
$162K – – –
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