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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

71 hedge funds and large institutions have $542M invested in First Trust Large Cap Value AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
18
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$112M
2
PAG
2
Private Advisor Group
New Jersey
$6.03M
3
IA
3
IFP Advisors
Florida
$2.56M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$1.61M
5
HI
5
Horizon Investments
North Carolina
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$26.7M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
RJA
4
Raymond James & Associates
Florida
$5.33M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
76
BB&T Securities
Virginia
– -$287K -7,487 Closed
HF
77
HRT Financial
New York
– -$281K -7,317 Closed
Bessemer Group
78
Bessemer Group
New Jersey
– -$83K -2,151 Closed
GT
79
Glenmede Trust
Pennsylvania
– -$52K -1,373 Closed
QCG
80
Quadrant Capital Group
Ohio
– -$4K -107 Closed
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
– -$4K -92 Closed
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