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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

122 hedge funds and large institutions have $779M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
19
Increased
47
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Peak Capital Management
Colorado
$6.27M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$8.14M
3
TIM
3
Total Investment Management
Arizona
$49.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
CS
5
Credit Suisse
Switzerland
$3.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
UBS Group
2
UBS Group
Switzerland
$85.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.1M
4
Wells Fargo
4
Wells Fargo
California
$43.2M
5
Bank of America
5
Bank of America
North Carolina
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
101
Quad-Cities Investment Group
Iowa
$45K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$43K +$43K +825 New
NFG
103
Next Financial Group
Texas
$40K +$40K +776 New
GRP
104
Global Retirement Partners
California
$39K – – –
WC
105
Whitnell & Co
Illinois
$39K +$4.2K +80 +12%
RIA
106
Realta Investment Advisors
Delaware
$38K +$25.3K +482 +198%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$36K +$36K +681 New
PA
108
Parallel Advisors
California
$31K – – –
SL
109
Salomon & Ludwin
Virginia
$31K – – –
ST
110
Smithfield Trust
Pennsylvania
$31K – – –
HWM
111
Holloway Wealth Management
Florida
$30K -$1K – –
CTC
112
Central Trust Company
Missouri
$30K – – –
ASN
113
Advisory Services Network
Georgia
$29K -$13.2K -250 -31%
CFA
114
Carroll Financial Associates
North Carolina
$25K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
CAL
116
Capital Analysts LLC
Pennsylvania
$16K +$16K +305 New
1IA
117
1834 Investment Advisors
Wisconsin
$12K +$12K +239 New
FGAM
118
Financial Gravity Asset Management
Texas
$11K – – –
GWM
119
Geneos Wealth Management
Colorado
$10K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$8K – – –
CIAS
121
Capital Investment Advisory Services
North Carolina
$6K +$1.51K +30 +34%
AF
122
Allworth Financial
California
$2K +$2K +33 New
AT
123
Arden Trust
Delaware
– -$1.36M -26,430 Closed
KWM
124
Kingsview Wealth Management
Oregon
– -$896K -17,366 Closed
PAG
125
Private Advisory Group
Washington
– -$460K -9,944 Closed
2 3 4
5
6