FNK icon

First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

22 hedge funds and large institutions have $49M invested in First Trust Mid Cap Value AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.5M
2
RJA
2
Raymond James & Associates
Florida
$852K
3
Goldman Sachs
3
Goldman Sachs
New York
$11.5M
4
Jane Street
4
Jane Street
New York
$415K
5
Citadel Advisors
5
Citadel Advisors
Florida
$401K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.62M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$216K
3
M&T Bank
3
M&T Bank
New York
$0
4
VFS
4
VSR Financial Services
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$159K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.5M 820,268 +146,297 +22%
Goldman Sachs
2
Goldman Sachs
New York
$11.5M 369,684 +26,517 +8%
Wells Fargo
3
Wells Fargo
California
$4.62M 148,401 -79,748 -35%
LPL Financial
4
LPL Financial
California
$1.36M 43,651 +4,282 +11%
UBS Group
5
UBS Group
Switzerland
$1.19M 38,251 +2,694 +8%
RJA
6
Raymond James & Associates
Florida
$852K 27,348 +27,348 New
Ameriprise
7
Ameriprise
Minnesota
$825K 26,497 +11,820 +81%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$599K 19,239 +1,029 +6%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$514K 16,510 +5,971 +57%
Jane Street
10
Jane Street
New York
$415K 13,327 +13,327 New
Citadel Advisors
11
Citadel Advisors
Florida
$401K 12,880 +12,880 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$370K 11,869 -336 -3%
KIA
13
KCM Investment Advisors
California
$285K 9,168 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$216K 6,923 -13,460 -66%
Bank of America
15
Bank of America
North Carolina
$159K 5,098 -412 -7%
AIG
16
American International Group
New York
$95K 3,050 +700 +30%
WA
17
WFG Advisors
Texas
$42K 1,350 – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$15K 497 +497 New
DADC
19
D.A. Davidson & Co
Montana
$14K 461 +74 +19%
Citigroup
20
Citigroup
New York
$6K 191 +191 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$2K 80 +80 New
M&T Bank
22
M&T Bank
New York
– – -9,593 Closed
VFS
23
VSR Financial Services
Kansas
– – -6,904 Closed
MFS
24
MSI Financial Services
Massachusetts
– – -320 Closed
NPC
25
National Planning Corporation
California
– – -230 Closed
1
2