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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

117 hedge funds and large institutions have $687M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.4M
3
CS
3
Credit Suisse
Switzerland
$8.18M
4
GIA
4
Gladstone Institutional Advisory
Florida
$5.59M
5
PI
5
PFS Investments
Georgia
$16M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$1.72M
2
Wells Fargo
2
Wells Fargo
California
$49.5M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$26.2M
5
BS
5
Banco Santander
Spain
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$3.81M 82,308 +13,747 +20%
WI
27
Wintrust Investments
Illinois
$3.62M 78,215 -293 -0.4%
PGA
28
Premia Global Advisors
Florida
$3.4M 73,775 -4,259 -5%
CA
29
Cetera Advisors
Colorado
$3.37M 72,815 -1,633 -2%
RIA
30
Regal Investment Advisors
Michigan
$3.28M 70,928 +4,378 +7%
SCA
31
Snowden Capital Advisors
New York
$3.11M 67,268 -6,545 -9%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.03M 65,472 -597 -0.9%
BS
33
Banco Santander
Spain
$3.02M 65,227 -107,036 -62%
Citadel Advisors
34
Citadel Advisors
Florida
$2.85M 61,598 +61,598 New
FFS
35
Founders Financial Securities
Maryland
$2.59M 55,963 +11,666 +26%
EAM
36
Eukles Asset Management
Ohio
$2.43M 52,593 +52,593 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2.21M 47,542 +5,996 +14%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$2.18M 47,098 -2,195 -4%
BAAM
39
Baker Avenue Asset Management
California
$2M 43,330 +29,630 +216%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.9M 41,077 -9,514 -19%
CFD
41
Creative Financial Designs
Indiana
$1.79M 38,611 -7,268 -16%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.76M 38,056 -34,234 -47%
CWM
43
Cornerstone Wealth Management
Missouri
$1.72M 37,059 -1,411,218 -97%
CAN
44
Cetera Advisor Networks
California
$1.66M 35,830 +2,591 +8%
Stifel Financial
45
Stifel Financial
Missouri
$1.64M 35,754 -4,968 -12%
OC
46
Oppenheimer & Co
New York
$1.64M 35,532 -3,713 -9%
IA
47
IFP Advisors
Florida
$1.27M 27,725 -1,730 -6%
IWM
48
IHT Wealth Management
Illinois
$1.19M 25,697 +10,648 +71%
Jane Street
49
Jane Street
New York
$1.14M 24,743 -17,972 -42%
Citigroup
50
Citigroup
New York
$1.01M 21,817 +3,659 +20%
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