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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

27 hedge funds and large institutions have $54.1M invested in First Trust Mid Cap Value AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+17
Holders Change %
+170%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
1
Hays Advisory
Tennessee
$22.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.6M
3
Wells Fargo
3
Wells Fargo
California
$8.75M
4
Jane Street
4
Jane Street
New York
$1.83M
5
VAM
5
Visionary Asset Management
Texas
$630K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$403K
2
HFS
2
HL Financial Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
1
Hays Advisory
Tennessee
$22.1M 690,026 +690,026 New
Morgan Stanley
2
Morgan Stanley
New York
$12.6M 393,804 +210,065 +114%
Wells Fargo
3
Wells Fargo
California
$8.75M 272,728 +147,060 +117%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.91M 90,699 +11,035 +14%
Jane Street
5
Jane Street
New York
$1.83M 57,102 +57,102 New
LPL Financial
6
LPL Financial
California
$744K 23,186 +9,201 +66%
VAM
7
Visionary Asset Management
Texas
$630K 19,637 +19,637 New
SI
8
Stephens Inc
Arkansas
$602K 18,757 +18,757 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$516K 16,083 +397 +3%
DS
10
DRW Securities
Illinois
$454K 14,148 +14,148 New
Stifel Financial
11
Stifel Financial
Missouri
$452K 14,071 +14,071 New
PAG
12
Private Advisor Group
New Jersey
$423K 13,182 +13,182 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$403K 12,569 -23,886 -66%
FHA
14
First Horizon Advisors
Tennessee
$387K 12,082 +12,082 New
KIA
15
KCM Investment Advisors
California
$294K 9,168 +385 +4%
Bank of America
16
Bank of America
North Carolina
$261K 8,125 +3,015 +59%
Ameriprise
17
Ameriprise
Minnesota
$217K 6,766 +4,048 +149%
PI
18
Placemark Investments
Illinois
$126K 3,938 +3,938 New
U
19
UBS
Switzerland
$82K 2,579 +2,579 New
BRWM
20
B. Riley Wealth Management
Tennessee
$73K 2,304 +2,304 New
AIG
21
American International Group
New York
$47.5K 1,480 +1,480 New
GSC
22
Ground Swell Capital
South Carolina
$40K 1,249 +1,249 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$32K 1,006 +1,006 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$17K 532 +532 New
MFS
25
MSI Financial Services
Massachusetts
$10K 320 +320 New
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