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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 %
Morgan Stanley
1
Morgan Stanley
New York
$188M +$6.17M +122,905 +3%
UBS Group
2
UBS Group
Switzerland
$112M -$2.46M -48,926 -2%
Wells Fargo
3
Wells Fargo
California
$55.2M +$3.95M +78,630 +8%
LPL Financial
4
LPL Financial
California
$36M +$305K +6,073 +0.9%
Bank of America
5
Bank of America
North Carolina
$35.3M +$6.71M +133,734 +23%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$23.9M -$310K -6,175 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.2M +$1.04M +20,807 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.9M -$5.87K -117 -0%
RJA
9
Raymond James & Associates
Florida
$12.9M +$1.02M +20,231 +9%
HA
10
Hays Advisory
Tennessee
$10.9M +$10.9M +217,054 New
BS
11
Banco Santander
Spain
$10M +$1.63M +31,522 +19%
PAG
12
Private Advisor Group
New Jersey
$9.63M +$72.6K +1,451 +0.8%
VFA
13
Voya Financial Advisors
Connecticut
$9.51M -$151K -3,014 -2%
RWMH
14
Riverpoint Wealth Management Holdings
Illinois
$9.25M -$15.1K -301 -0.2%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.93M -$81.1K -1,613 -1%
CA
16
Cetera Advisors
Colorado
$4.95M -$121K -2,406 -2%
CCA
17
Clearwater Capital Advisors
Illinois
$4.94M +$122K +2,438 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.74M +$320K +6,374 +7%
Jane Street
19
Jane Street
New York
$4.69M +$2.12M +42,174 +82%
FAAS
20
First Allied Advisory Services
California
$4.64M +$1.59M +31,746 +52%
HFS
21
HL Financial Services
Kentucky
$4.58M +$49.7K +991 +1%
RIA
22
Regal Investment Advisors
Michigan
$4.32M +$9.89K +197 +0.2%
WI
23
Wintrust Investments
Illinois
$4.09M +$193K +3,844 +5%
Ameriprise
24
Ameriprise
Minnesota
$3.8M -$361K -7,197 -9%
IH
25
IFC Holdings
Florida
$3.61M +$3.61M +71,938 New
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