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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

122 hedge funds and large institutions have $779M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
19
Increased
47
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Peak Capital Management
Colorado
$6.27M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$8.14M
3
TIM
3
Total Investment Management
Arizona
$49.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
CS
5
Credit Suisse
Switzerland
$3.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
UBS Group
2
UBS Group
Switzerland
$85.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.1M
4
Wells Fargo
4
Wells Fargo
California
$43.2M
5
Bank of America
5
Bank of America
North Carolina
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
26
Founders Financial Securities
Maryland
$4.17M +$464K +8,889 +13%
CCA
27
Clearwater Capital Advisors
Illinois
$4.1M -$853K -16,356 -17%
WI
28
Wintrust Investments
Illinois
$4.08M -$438K -8,398 -10%
RIA
29
Regal Investment Advisors
Michigan
$3.95M +$170K +3,261 +4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.82M +$428K +8,184 +13%
SCA
31
Snowden Capital Advisors
New York
$3.73M +$114K +2,182 +3%
Citadel Advisors
32
Citadel Advisors
Florida
$3.7M +$3.7M +70,850 New
BS
33
Banco Santander
Spain
$3.29M +$191K +3,652 +6%
CS
34
Credit Suisse
Switzerland
$3.22M +$3.22M +61,793 New
CAN
35
Cetera Advisor Networks
California
$2.69M +$284K +5,445 +12%
EAM
36
Eukles Asset Management
Ohio
$2.68M +$60.7K +1,165 +2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.51M +$583K +11,176 +30%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.15M +$2.15M +41,068 New
TRCT
39
Tower Research Capital (TRC)
New York
$2.15M +$2.15M +41,188 New
HighTower Advisors
40
HighTower Advisors
Illinois
$2.13M -$170K -3,262 -7%
NL
41
NWAM LLC
Washington
$2.07M +$2.07M +39,675 New
MML Investors Services
42
MML Investors Services
Massachusetts
$2.03M +$58.1K +1,115 +3%
Stifel Financial
43
Stifel Financial
Missouri
$1.96M -$844K -16,179 -30%
OC
44
Oppenheimer & Co
New York
$1.85M +$95.4K +1,830 +5%
IWM
45
IHT Wealth Management
Illinois
$1.68M +$47.4K +910 +3%
CWM
46
Cornerstone Wealth Management
Missouri
$1.66M -$90.9K -1,740 -5%
Jane Street
47
Jane Street
New York
$1.51M +$1.51M +28,997 New
CFD
48
Creative Financial Designs
Indiana
$1.47M -$150K -2,870 -9%
APA
49
American Portfolios Advisors
New York
$1.42M +$865K +16,590 +155%
CWS
50
Cypress Wealth Services
California
$1.42M – – –
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