First Trust Large Cap Value AlphaDEX Fund
81 hedge funds and large institutions have $601M invested in First Trust Large Cap Value AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
17
Increased
32
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
$127M |
| 2 |
Wells Fargo
San Francisco,
California
|
$43.9M |
| 3 |
Morgan Stanley
New York
|
$182M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
$3.59M |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
$2.87M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KLI
76
Kelman-Lazarov Inc
Memphis,
Tennessee
| $11.7K | – | – | – |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $9K | – | – | – |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | -$7.78K | -174 | -49% |
|
|
AIM
79
Advantage Investment Management
Cedar Rapids,
Iowa
| $3K | – | – | – |
|
80
BlackRock
New York
| $1K | – | – | – |
|
81
SG Americas Securities
New York
| – | -$4.07M | -95,567 | Closed |
|
|
VKH
82
Virtu KCG Holdings
New York
| – | -$1.85M | -43,551 | Closed |
|
83
Jane Street
New York
| – | -$629K | -14,762 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$527K | -12,384 | Closed |
|
|
HI
85
Horizon Investments
Charlotte,
North Carolina
| – | -$486K | -11,404 | Closed |
|
|
ICOA
86
Investment Centers of America
Bismarck,
North Dakota
| – | -$252K | -5,890 | Closed |
|
87
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$36K | -838 | Closed |
|
|
IWM
88
Integrated Wealth Management
Palm Desert,
California
| – | -$15K | -358 | Closed |
|
|
MA
89
MCF Advisors
Covington,
Kentucky
| – | -$9K | -219 | Closed |
|