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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

26 hedge funds and large institutions have $26M invested in First Trust Mid Cap Value AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.54M
2
LPL Financial
2
LPL Financial
California
$2.54M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$921K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$537K
5
LWAC
5
Laurel Wealth Advisors (California)
California
$213K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.79M
2
Goldman Sachs
2
Goldman Sachs
New York
$427K
3
Jane Street
3
Jane Street
New York
$519K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.22M
5
UBS Group
5
UBS Group
Switzerland
$921K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.79M 294,517 -391,158 -57%
Wells Fargo
2
Wells Fargo
California
$4.6M 173,752 +5,159 +3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.54M 133,986 +58,647 +78%
LPL Financial
4
LPL Financial
California
$2.54M 97,174 +54,616 +128%
Citadel Advisors
5
Citadel Advisors
Florida
$1.22M 46,216 -6,037 -12%
Ameriprise
6
Ameriprise
Minnesota
$999K 37,759 +1,348 +4%
UBS Group
7
UBS Group
Switzerland
$921K 34,830 -2,611 -7%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$921K 34,823 +10,384 +42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$537K 20,278 +9,217 +83%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$526K 19,888 -2,096 -10%
Jane Street
11
Jane Street
New York
$519K 19,631 -9,492 -33%
Goldman Sachs
12
Goldman Sachs
New York
$427K 16,139 -354,472 -96%
KIA
13
KCM Investment Advisors
California
$242K 9,168 – –
Bank of America
14
Bank of America
North Carolina
$222K 8,401 +492 +6%
CIM
15
Confluence Investment Management
Missouri
$222K 8,387 +692 +9%
LWAC
16
Laurel Wealth Advisors (California)
California
$213K 8,051 +8,051 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$202K 7,630 +65 +0.9%
WA
18
WFG Advisors
Texas
$120K 4,554 +1,703 +60%
TRCT
19
Tower Research Capital (TRC)
New York
$108K 4,100 +4,100 New
AIG
20
American International Group
New York
$72K 2,713 +1,363 +101%
DADC
21
D.A. Davidson & Co
Montana
$34K 1,300 +246 +23%
Citigroup
22
Citigroup
New York
$11K 422 – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$9K 323 +2 +0.6%
MFS
24
MSI Financial Services
Massachusetts
$9K 350 +350 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6K 237 – –
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