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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

79 hedge funds and large institutions have $472M invested in First Trust Mid Cap Core AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
29
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$40.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.66M
3
Jane Street
3
Jane Street
New York
$4.53M
4
LPT
4
Legacy Private Trust
Wisconsin
$6.28M
5
RJA
5
Raymond James & Associates
Florida
$10.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.4M
2
UBS Group
2
UBS Group
Switzerland
$49.2M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.99M
4
Wells Fargo
4
Wells Fargo
California
$77.6M
5
CS
5
Credit Suisse
Switzerland
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$2.34M +$1.11M +22,994 +90%
AIG
27
American International Group
New York
$2.16M +$324K +6,754 +18%
VF
28
Virtu Financial
New York
$1.95M +$270K +5,632 +16%
FAAS
29
First Allied Advisory Services
California
$1.76M -$242K -5,019 -12%
SHA
30
Smith Hayes Advisers
Nebraska
$1.29M -$105K -2,177 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.22M -$326K -6,793 -21%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.09M -$817 -17 -0.1%
PNC
33
Park National Corp
Ohio
$1.09M -$673 -14 -0.1%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.04M +$491K +10,218 +90%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$976K +$193K +4,009 +25%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$902K -$601K -12,522 -40%
BRWA
37
B. Riley Wealth Advisors
Florida
$894K +$481 +10 +0.1%
AI
38
Atria Investments
North Carolina
$839K +$839K +18,693 New
VFA
39
Voya Financial Advisors
Connecticut
$764K +$15.7K +324 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$725K +$725K +15,092 New
MFS
41
MSI Financial Services
Massachusetts
$696K -$780K -16,224 -53%
KA
42
Kovack Advisors
Florida
$685K +$144 +3 +0%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$642K -$1.74M -36,247 -73%
CFA
44
Cahill Financial Advisors
Minnesota
$626K -$117K -2,428 -16%
VFS
45
VSR Financial Services
Kansas
$616K +$76.1K +1,584 +14%
Citigroup
46
Citigroup
New York
$595K +$28K +582 +5%
OC
47
Oppenheimer & Co
New York
$573K -$18.4K -382 -3%
BW
48
Bison Wealth
Georgia
$468K -$157K -3,264 -25%
CA
49
Cetera Advisors
Colorado
$466K -$26.1K -543 -5%
SWP
50
Stratos Wealth Partners
Ohio
$436K +$11K +229 +3%
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