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First Trust Europe AlphaDEX Fund
FEP

Overview Fund Activity

33 hedge funds and large institutions have $334M invested in First Trust Europe AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
14
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$184M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.8M
3
U
3
UBS
Switzerland
$16.3M
4
Wells Fargo
4
Wells Fargo
California
$9.92M
5
SAM
5
Stringer Asset Management
Tennessee
$6.52M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
JG
3
Jefferies Group
New York
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
HA
5
Hays Advisory
Tennessee
$9.89M
Name Market Value Shares Shares
Change 		Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$184M 5,498,036 +3,628,769 +194%
Morgan Stanley
2
Morgan Stanley
New York
$69.8M 2,087,051 +1,291,966 +162%
U
3
UBS
Switzerland
$16.3M 487,392 +441,069 +952%
Bank of America
4
Bank of America
North Carolina
$10.2M 304,183 +171,797 +130%
Wells Fargo
5
Wells Fargo
California
$9.92M 296,520 +289,039 +3,864%
HA
6
Hays Advisory
Tennessee
$9.89M 295,679 -9,341 -3%
RJA
7
Raymond James & Associates
Florida
$7.26M 217,078 +139,824 +181%
SAM
8
Stringer Asset Management
Tennessee
$6.52M 194,973 +194,973 New
BTS
9
BB&T Securities
Virginia
$2.88M 8,627 +8,627 New
LPL Financial
10
LPL Financial
California
$2.34M 70,098 +43,933 +168%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.95M 58,346 +11,934 +26%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.93M 57,816 +57,816 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.77M 52,997 +18,150 +52%
BCM
14
Beck Capital Management
Texas
$1.53M 46,386 +46,386 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.36M 40,785 +40,785 New
PI
16
Placemark Investments
Illinois
$989K 29,602 +20,445 +223%
FHC
17
First Heartland Consultants
Missouri
$895K 26,752 +6,438 +32%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$889K 26,572 +16,572 +166%
DAM
19
Deltec Asset Management
New York
$669K 20,000 +20,000 New
SAM
20
SignalPoint Asset Management
Missouri
$573K 17,144 +5,880 +52%
B
21
Baird
Wisconsin
$480K 14,366 -167 -1%
WEC
22
Winslow Evans & Crocker
Massachusetts
$451K 13,473 +13,473 New
AIG
23
American International Group
New York
$298K 8,904 +5,429 +156%
CS
24
Credit Suisse
Switzerland
$254K 7,600 +7,600 New
SI
25
Stephens Inc
Arkansas
$249K 7,440 -282 -4%
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