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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

64 hedge funds and large institutions have $444M invested in First Trust Mid Cap Core AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
35
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$83.9M
2
Wells Fargo
2
Wells Fargo
California
$73.9M
3
U
3
UBS
Switzerland
$60.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.02M

Top Sellers

1
SI
1
Stephens Inc
Arkansas
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.19M
3
BAAM
3
Baker Avenue Asset Management
California
$0
4
CP
4
Camelot Portfolios
Ohio
$0
5
WA
5
WFG Advisors
Texas
$124K
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$1.29M 24,980 +1,616 +7%
OC
27
Oppenheimer & Co
New York
$1.23M 23,852 +3,003 +14%
PAG
28
Private Advisor Group
New Jersey
$1.19M 23,143 +4,773 +26%
AIG
29
American International Group
New York
$1.17M 22,712 +752 +3%
AIM
30
Astor Investment Management
Illinois
$1.08M 20,930 +20,930 New
First Trust Advisors
31
First Trust Advisors
Illinois
$939K 18,251 +508 +3%
CFA
32
Cahill Financial Advisors
Minnesota
$878K 17,040 +405 +2%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$720K 13,980 -1,010 -7%
PI
34
Placemark Investments
Illinois
$568K 11,034 +1,412 +15%
BRWA
35
B. Riley Wealth Advisors
Florida
$492K 9,554 +1,650 +21%
UR
36
USCA RIA
Texas
$441K 8,564 +200 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$434K 8,440 +2,325 +38%
RJT
38
Raymond James Trust
Florida
$431K 8,364 – –
SI
39
SII Investments
Wisconsin
$390K 8,112 -426 -5%
CS
40
Comerica Securities
Michigan
$388K 7,536 -25 -0.3%
BRWM
41
B. Riley Wealth Management
Tennessee
$321K 6,227 +6,227 New
NPC
42
National Planning Corporation
California
$316K 6,063 +6,063 New
Citadel Advisors
43
Citadel Advisors
Florida
$290K 5,635 +5,635 New
HH
44
Hilltop Holdings
Texas
$234K 4,555 – –
FAAS
45
First Allied Advisory Services
California
$234K 4,562 +4,562 New
VFS
46
VSR Financial Services
Kansas
$225K 4,369 -779 -15%
SF
47
Synovus Financial
Georgia
$184K 3,579 – –
NES
48
New England Securities
New York
$169K 3,289 +115 +4%
Creative Planning
49
Creative Planning
Kansas
$145K 2,822 +14 +0.5%
WA
50
WFG Advisors
Texas
$124K 2,413 -1,311 -35%
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