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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

117 hedge funds and large institutions have $687M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.4M
3
CS
3
Credit Suisse
Switzerland
$8.18M
4
PI
4
PFS Investments
Georgia
$16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.85M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$1.72M
2
Wells Fargo
2
Wells Fargo
California
$49.5M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$26.2M
5
BS
5
Banco Santander
Spain
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
UR
76
USCA RIA
Texas
$456K 9,862 +101 +1%
EFS
77
Econ Financial Services
Pennsylvania
$446K 9,651 +9,651 New
APA
78
American Portfolios Advisors
New York
$446K 9,644 +2,933 +44%
NNP
79
Nachman Norwood & Parrott
South Carolina
$430K 9,294 +9,294 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$394K 8,517 -2,530 -23%
UCFA
81
United Capital Financial Advisors
Texas
$381K 8,248 +440 +6%
DI
82
DFPG Investments
Utah
$376K 8,135 +8,135 New
BTS
83
BB&T Securities
Virginia
$357K 7,741 -700 -8%
VA
84
Valmark Advisers
Ohio
$345K 7,466 – –
FAIM
85
Financial Advocates Investment Management
Washington
$344K 7,443 -3,810 -34%
VAG
86
VisionPoint Advisory Group
Texas
$317K 6,867 +6,867 New
WFG
87
Wills Financial Group
Virginia
$315K 6,819 – –
CAN
88
Claraphi Advisory Network
United States
$314K 6,785 +58 +0.9%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$293K 6,329 +1,792 +39%
CBFP
90
Cedar Brook Financial Partners
Ohio
$279K 6,044 +6,044 New
SF
91
Synovus Financial
Georgia
$277K 6,000 -1,585 -21%
US Bancorp
92
US Bancorp
Minnesota
$233K 5,032 – –
BRWA
93
B. Riley Wealth Advisors
Florida
$226K 4,870 -379 -7%
CAM
94
Concorde Asset Management
Michigan
$202K 4,380 -127 -3%
IWA
95
Intercontinental Wealth Advisors
Texas
$157K 3,400 +3,400 New
MOS
96
MGO One Seven
Ohio
$156K 3,389 -368 -10%
AA
97
AlphaMark Advisors
Kentucky
$152K 3,290 -570 -15%
CWA
98
Clarus Wealth Advisors
Arizona
$148K 3,205 +100 +3%
SL
99
Salomon & Ludwin
Virginia
$109K 2,350 +2,350 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$81K 1,751 +14 +0.8%
2 3
4
5 6