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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

69 hedge funds and large institutions have $454M invested in First Trust Mid Cap Core AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
34
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$86.8M
2
LPL Financial
2
LPL Financial
California
$37.8M
3
AIM
3
Astor Investment Management
Illinois
$18.4M
4
ACM
4
Aviance Capital Management
Florida
$1.34M
5
PI
5
Placemark Investments
Illinois
$1.89M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
DWA
2
Dorsey Wright & Associates
California
$0
3
AIA
3
Arrow Investment Advisors
Maryland
$0
4
RJA
4
Raymond James & Associates
Florida
$10.5M
5
ACM
5
Argentus Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Aviance Capital Management
Florida
$1.34M +$1.34M +25,335 New
First Trust Advisors
27
First Trust Advisors
Illinois
$1.22M +$287K +5,442 +31%
OC
28
Oppenheimer & Co
New York
$1.2M -$291K -5,506 -20%
Deutsche Bank
29
Deutsche Bank
Germany
$1.07M -$410K -7,773 -28%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$950K -$382K -7,237 -29%
CFA
31
Cahill Financial Advisors
Minnesota
$910K +$2.17K +41 +0.2%
Goldman Sachs
32
Goldman Sachs
New York
$798K +$282K +5,344 +55%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$725K +$173K +3,276 +31%
ICOA
34
Investment Centers of America
North Dakota
$632K +$38.2K +725 +6%
PNC
35
Park National Corp
Ohio
$544K +$38.3K +725 +8%
UR
36
USCA RIA
Texas
$432K -$2.06K -39 -0.5%
RJT
37
Raymond James Trust
Florida
$425K -$60.2K -1,139 -12%
NES
38
New England Securities
New York
$419K -$44.8K -848 -10%
TFA
39
Transamerica Financial Advisors
Florida
$415K +$415K +7,851 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$335K +$32.5K +616 +11%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$327K +$17.3K +327 +6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$310K +$5.55K +105 +2%
SF
43
Synovus Financial
Georgia
$295K +$106K +2,000 +56%
NPC
44
National Planning Corporation
California
$293K -$193K -3,736 -40%
SPC
45
Sigma Planning Corp
Michigan
$290K +$290K +5,490 New
VFS
46
VSR Financial Services
Kansas
$254K -$32.1K -608 -11%
CP
47
Camelot Portfolios
Ohio
$250K +$250K +4,724 New
WA
48
WFG Advisors
Texas
$207K +$74.3K +1,406 +56%
PAG
49
Private Advisor Group
New Jersey
$202K -$867K -16,406 -81%
CPIG
50
Chicago Partners Investment Group
Illinois
$171K +$171K +3,232 New
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