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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

96 hedge funds and large institutions have $651M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
40
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
$10.9M
2
Bank of America
Bank of America
North Carolina
$35.3M
3
Morgan Stanley
Morgan Stanley
New York
$188M
4
Wells Fargo
Wells Fargo
California
$55.2M
5
IH
IFC Holdings
Florida
$3.61M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
Citadel Advisors
Citadel Advisors
Florida
$253K
3
UBS Group
UBS Group
Switzerland
$112M
4
BCM
Barometer Capital Management
Ontario, Canada
$0
5
VKH
Virtu KCG Holdings
New York
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$3.06M +$1.3M +25,839 +74%
SB
27
Suntrust Banks
Georgia
$2.61M +$508K +10,124 +24%
FCAG
28
First Capital Advisors Group
New Jersey
$2.53M -$23.1K -461 -0.9%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.39M -$431K -8,586 -15%
CFD
30
Creative Financial Designs
Indiana
$2.38M +$25.6K +511 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.37M +$264K +5,256 +13%
SEIA
32
Signature Estate & Investment Advisors
California
$2.35M +$505K +10,069 +27%
OC
33
Oppenheimer & Co
New York
$2.13M -$44.2K -881 -2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.08M +$65.3K +1,301 +3%
SCA
35
Snowden Capital Advisors
New York
$1.96M +$136K +2,709 +7%
DADC
36
D.A. Davidson & Co
Montana
$1.61M +$599K +11,944 +59%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.57M -$181K -3,606 -10%
CWM
38
Cornerstone Wealth Management
Missouri
$1.4M -$54K -1,077 -4%
CAN
39
Cetera Advisor Networks
California
$1.33M +$10K +200 +0.8%
CS
40
Comerica Securities
Michigan
$1.29M +$27.7K +553 +2%
Stifel Financial
41
Stifel Financial
Missouri
$1.15M +$505K +10,039 +78%
FA
42
FDx Advisors
Illinois
$1.13M -$36.5K -727 -3%
FHA
43
First Horizon Advisors
Tennessee
$1.06M -$499K -9,864 -32%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1M -$80.9K -1,613 -7%
IA
45
IFP Advisors
Florida
$967K +$641K +12,767 +196%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$814K +$60.6K +1,207 +8%
SWP
47
Stratos Wealth Partners
Ohio
$772K +$151K +3,000 +24%
KWM
48
Kingsview Wealth Management
Oregon
$758K +$2.46K +49 +0.3%
SPWA
49
SteelBridge Private Wealth Advisors
Florida
$685K – – –
William Blair & Company
50
William Blair & Company
Illinois
$620K +$25.1K +501 +4%
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