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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

53 hedge funds and large institutions have $457M invested in First Trust Large Cap Value AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
28
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$210M
2
Bank of America
2
Bank of America
North Carolina
$56.7M
3
LPL Financial
3
LPL Financial
California
$35.6M
4
ICM
4
ICC Capital Management
Florida
$5.98M
5
U
5
UBS
Switzerland
$33.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23.5M
2
VFS
2
VSR Financial Services
Kansas
$243K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.72M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$2.18M
5
HFS
5
HL Financial Services
Kentucky
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$19K – – –
AWM
52
Avior Wealth Management
Nebraska
$17K +$17K +407 New
TRCT
53
Tower Research Capital (TRC)
New York
$5K +$5K +128 New
GT
54
Glenmede Trust
Pennsylvania
– -$18K -458 Closed
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
– -$14K -340 Closed
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