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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

75 hedge funds and large institutions have $753M invested in First Trust Large Cap Value AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
36
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$308M
2
Goldman Sachs
2
Goldman Sachs
New York
$19.9M
3
RJA
3
Raymond James & Associates
Florida
$36.5M
4
Wells Fargo
4
Wells Fargo
California
$52.4M
5
LPL Financial
5
LPL Financial
California
$51.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.2M
2
ICM
2
ICC Capital Management
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$74.7M
4
Citigroup
4
Citigroup
New York
$1.88M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JCM
51
Janney Capital Management
Pennsylvania
$373K 8,523 +2 +0%
Brown Advisory
52
Brown Advisory
Maryland
$333K 7,620 +120 +2%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$320K 7,321 +7,321 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$256K 5,854 +5,854 New
AA
55
Ancora Advisors
Ohio
$209K 4,787 -893 -16%
DADC
56
D.A. Davidson & Co
Montana
$202K 4,625 +1,722 +59%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$146K 3,331 – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$117K 2,673 +413 +18%
Creative Planning
59
Creative Planning
Kansas
$110K 2,513 – –
US Bancorp
60
US Bancorp
Minnesota
$107K 2,446 +2,446 New
SEIA
61
Signature Estate & Investment Advisors
California
$107K 2,449 +2,449 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$101K 2,316 +1,770 +324%
GT
63
Glenmede Trust
Pennsylvania
$60K 1,373 – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$58K 1,334 -441 -25%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$50K 1,147 -458 -29%
NFG
66
Next Financial Group
Texas
$37K 840 -238 -22%
WA
67
WFG Advisors
Texas
$33K 760 +2 +0.3%
ST
68
Smithfield Trust
Pennsylvania
$26K 600 – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$22K 500 – –
WRM
70
Westport Resources Management
Connecticut
$22K 500 +500 New
AWM
71
Avior Wealth Management
Nebraska
$18K 413 +2 +0.5%
WTB
72
Washington Trust Bank
Washington
$7K 170 +170 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$2K 48 – –
BRWA
74
B. Riley Wealth Advisors
Florida
$5 120 +120 New
ICM
75
ICC Capital Management
Florida
– – -150,000 Closed
1 2
3
4