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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

23 hedge funds and large institutions have $51.1M invested in First Trust Mid Cap Value AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$12.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.2M
3
CS
3
Credit Suisse
Switzerland
$940K
4
SI
4
Stephens Inc
Arkansas
$1.05M
5
M&T Bank
5
M&T Bank
New York
$286K

Top Sellers

1
HA
1
Hays Advisory
Tennessee
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$10.6M
3
Wells Fargo
3
Wells Fargo
California
$7.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M
5
VAM
5
Visionary Asset Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$12.9M 43,335 +43,335 New
Morgan Stanley
2
Morgan Stanley
New York
$10.6M 356,961 -36,843 -9%
Goldman Sachs
3
Goldman Sachs
New York
$10.2M 343,167 +343,167 New
Wells Fargo
4
Wells Fargo
California
$7.25M 243,524 -29,204 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.03M 68,074 -22,625 -25%
Jane Street
6
Jane Street
New York
$1.98M 66,498 +9,396 +16%
SI
7
Stephens Inc
Arkansas
$1.05M 35,338 +16,581 +88%
LPL Financial
8
LPL Financial
California
$943K 32,304 +9,118 +39%
CS
9
Credit Suisse
Switzerland
$940K 31,589 +31,589 New
PAG
10
Private Advisor Group
New Jersey
$588K 19,776 +6,594 +50%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$570K 19,174 +6,605 +53%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$523K 17,581 +1,498 +9%
U
13
UBS
Switzerland
$319K 10,715 +8,136 +315%
M&T Bank
14
M&T Bank
New York
$286K 9,605 +9,605 New
KIA
15
KCM Investment Advisors
California
$273K 9,168 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$224K 7,535 +7,535 New
Bank of America
17
Bank of America
North Carolina
$163K 5,478 -2,647 -33%
Ameriprise
18
Ameriprise
Minnesota
$138K 4,650 -2,116 -31%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$79K 2,641 +2,109 +396%
AIG
20
American International Group
New York
$44K 1,480 – –
MFS
21
MSI Financial Services
Massachusetts
$10K 320 – –
NFG
22
Next Financial Group
Texas
$5K 174 +87 +100%
JFA
23
JNBA Financial Advisors
Minnesota
$4K 136 – –
HA
24
Hays Advisory
Tennessee
– – -690,026 Closed
VAM
25
Visionary Asset Management
Texas
– – -19,637 Closed
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