First Trust Large Cap Value AlphaDEX Fund
60 hedge funds and large institutions have $564M invested in First Trust Large Cap Value AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 4 closing their positions.
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
35
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$258M |
| 2 |
U
2
UBS
Zurich,
Switzerland
|
$50M |
| 3 |
3
Wells Fargo
San Francisco,
California
|
$32.8M |
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M |
| 5 |
5
Bank of America
Charlotte,
North Carolina
|
$66.6M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $59K | 1,386 | +1,386 | New |
|
52
Envestnet Asset Management
Chicago,
Illinois
| $57K | 1,309 | +127 | +11% |
|
|
WA
53
WFG Advisors
Dallas,
Texas
| $33K | 757 | +1 | +0.1% |
|
|
ST
54
Smithfield Trust
Pittsburgh,
Pennsylvania
| $26K | 600 | +600 | New |
|
55
Creative Planning
Overland Park,
Kansas
| $22K | 500 | – | – |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $22K | 500 | +500 | New |
|
|
AWM
57
Avior Wealth Management
Omaha,
Nebraska
| $18K | 409 | +2 | +0.5% |
|
|
PAS
58
Partnervest Advisory Services
Santa Barbara,
California
| $13K | 300 | -3,000 | -91% |
|
|
BRWA
59
B. Riley Wealth Advisors
Boca Raton,
Florida
| $5.23K | 120 | +120 | New |
|
|
WEC
60
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.27K | 75 | +75 | New |
|
|
ICM
61
ICC Capital Management
Orlando,
Florida
| – | – | -145,000 | Closed |
|
62
Goldman Sachs
New York
| – | – | -31,982 | Closed |
|
63
US Bancorp
Minneapolis,
Minnesota
| – | – | -1,000 | Closed |
|
|
TRCT
64
Tower Research Capital (TRC)
New York
| – | – | -128 | Closed |
|