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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

96 hedge funds and large institutions have $651M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
40
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
$10.9M
2
Bank of America
Bank of America
North Carolina
$35.3M
3
Morgan Stanley
Morgan Stanley
New York
$188M
4
Wells Fargo
Wells Fargo
California
$55.2M
5
IH
IFC Holdings
Florida
$3.61M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
Citadel Advisors
Citadel Advisors
Florida
$253K
3
UBS Group
UBS Group
Switzerland
$112M
4
BCM
Barometer Capital Management
Ontario, Canada
$0
5
VKH
Virtu KCG Holdings
New York
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$619K -$9.49K -189 -2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$614K -$905 -18 -0.1%
Citigroup
53
Citigroup
New York
$565K +$109K +2,177 +24%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$465K +$263K +5,246 +131%
SF
55
Synovus Financial
Georgia
$386K -$95.4K -1,900 -20%
WFG
56
Wills Financial Group
Virginia
$344K +$251 +5 +0.1%
SG
57
StoneX Group
New York
$330K +$330K +6,570 New
CI
58
Cavalier Investments
Georgia
$328K – – –
SG Americas Securities
59
SG Americas Securities
New York
$327K +$327K +6,509 New
NWM
60
Northwest Wealth Management
Iowa
$312K +$5.77K +115 +2%
AA
61
AlphaMark Advisors
Kentucky
$305K -$10K -200 -3%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$299K -$7.54K -150 -2%
US Bancorp
63
US Bancorp
Minnesota
$296K -$23K -459 -7%
SFS
64
Sowell Financial Services
Arkansas
$281K +$20K +395 +8%
MCM
65
Mengis Capital Management
Oregon
$263K – – –
Citadel Advisors
66
Citadel Advisors
Florida
$253K -$3.88M -77,146 -94%
VKH
67
Virtu KCG Holdings
New York
$221K -$594K -11,829 -73%
TSS
68
Two Sigma Securities
New York
$212K +$212K +4,217 New
VAM
69
Visionary Asset Management
Texas
$211K +$211K +4,213 New
JCM
70
Janney Capital Management
Pennsylvania
$210K – – –
MHS
71
M Holdings Securities
Oregon
$204K +$204K +4,064 New
UR
72
USCA RIA
Texas
$203K +$203K +4,044 New
WA
73
WFG Advisors
Texas
$169K -$8.16K -163 -5%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$92K +$92K +1,828 New
WEC
75
Winslow Evans & Crocker
Massachusetts
$78.5K -$50 -1 -0.1%
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3
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