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First Trust Multi Cap Value AlphaDEX Fund

35 hedge funds and large institutions have $43M invested in First Trust Multi Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$11.5M -$927K -15,965 -7%
UBS Group
2
UBS Group
Switzerland
$4.74M -$117K -2,020 -2%
Bank of America
3
Bank of America
North Carolina
$3.81M -$1.05M -18,034 -22%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.87M +$781K +13,459 +37%
Wells Fargo
5
Wells Fargo
California
$2.43M +$738K +12,713 +44%
AG
6
Advisor Group
Arizona
$1.77M +$145K +2,496 +9%
Morgan Stanley
7
Morgan Stanley
New York
$1.75M -$35.5K -611 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.69M -$53.8K -926 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.64M +$1.64M +28,185 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.31M +$291K +5,010 +29%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.23M -$36.6K -631 -3%
DADC
12
D.A. Davidson & Co
Montana
$1.05M -$116K -1,989 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$888K -$130K -2,236 -13%
BFC
14
Bedel Financial Consulting
Indiana
$771K
PFA
15
Plotkin Financial Advisors
Maryland
$682K +$682K +11,740 New
Jane Street
16
Jane Street
New York
$644K -$153K -2,634 -19%
RJA
17
Raymond James & Associates
Florida
$592K -$5.29K -91 -0.9%
CBFP
18
Cedar Brook Financial Partners
Ohio
$525K -$33K -569 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$504K -$145K -2,498 -22%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$396K -$2.91K -50 -0.7%
PSF
21
Pacific Sun Financial
California
$354K -$26.2K -450 -7%
CA
22
Cetera Advisors
Colorado
$343K +$233 +4 +0.1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$327K +$327K +5,626 New
HighTower Advisors
24
HighTower Advisors
Illinois
$295K -$27.8K -478 -9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$268K -$105K -1,850 -28%