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First Trust Europe AlphaDEX Fund
FEP

Overview Fund Activity

42 hedge funds and large institutions have $541M invested in First Trust Europe AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
25
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$230M
3
U
3
UBS
Switzerland
$48.9M
4
Wells Fargo
4
Wells Fargo
California
$28.9M
5
Bank of America
5
Bank of America
North Carolina
$23.6M

Top Sellers

1
HA
1
Hays Advisory
Tennessee
$0
2
DAM
2
Deltec Asset Management
New York
$0
3
B
3
Baird
Wisconsin
$204K
4
SI
4
Stephens Inc
Arkansas
$0
5
US Bancorp
5
US Bancorp
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$230M 6,416,187 +918,151 +17%
Morgan Stanley
2
Morgan Stanley
New York
$137M 3,838,795 +1,751,744 +84%
U
3
UBS
Switzerland
$48.9M 1,364,592 +877,200 +180%
Wells Fargo
4
Wells Fargo
California
$28.9M 805,729 +509,209 +172%
Bank of America
5
Bank of America
North Carolina
$23.6M 658,023 +353,840 +116%
RJA
6
Raymond James & Associates
Florida
$15.5M 432,223 +215,145 +99%
SAM
7
Stringer Asset Management
Tennessee
$8.82M 246,294 +51,321 +26%
LPL Financial
8
LPL Financial
California
$7.19M 200,887 +130,789 +187%
AW
9
ACG Wealth
Georgia
$5.6M 156,356 +156,356 New
BTS
10
BB&T Securities
Virginia
$4.85M 13,550 +4,923 +57%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.91M 81,114 +22,768 +39%
SMM
12
Stadion Money Management
Georgia
$2.7M 75,322 +75,322 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.22M 61,918 +4,102 +7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.12M 59,290 +6,293 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.11M 58,970 +18,185 +45%
PI
16
Placemark Investments
Illinois
$2.11M 58,904 +29,302 +99%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.99M 55,579 +55,579 New
BCM
18
Beck Capital Management
Texas
$1.87M 51,496 +5,110 +11%
DADC
19
D.A. Davidson & Co
Montana
$1.39M 38,744 +38,744 New
OC
20
Oppenheimer & Co
New York
$1.32M 36,814 +36,814 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.25M 34,870 +8,298 +31%
FHC
22
First Heartland Consultants
Missouri
$1.23M 34,468 +7,716 +29%
SAM
23
SignalPoint Asset Management
Missouri
$777K 21,709 +4,565 +27%
Creative Planning
24
Creative Planning
Kansas
$768K 21,442 +21,442 New
Ameriprise
25
Ameriprise
Minnesota
$747K 20,954 +19,827 +1,759%
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