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First Trust Large Cap Value AlphaDEX Fund
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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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$202M 3,878,971 -293,581 -7%
UBS Group
2
UBS Group
Switzerland
$85.1M 1,631,247 -134,657 -8%
TIM
3
Total Investment Management
Arizona
$49.9M 996,711 +76,830 +8%
Wells Fargo
4
Wells Fargo
California
$43.2M 828,079 -83,832 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$39.6M 760,197 +33,720 +5%
LPL Financial
6
LPL Financial
California
$38M 728,585 +30,775 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.9M 688,729 +47,849 +7%
Bank of America
8
Bank of America
North Carolina
$25.7M 492,580 -79,704 -14%
PI
9
PFS Investments
Georgia
$24.8M 471,829 +41,437 +10%
PAG
10
Private Advisor Group
New Jersey
$21.5M 412,869 +34,964 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.1M 365,972 -107,757 -23%
AG
12
Advisor Group
Arizona
$13.1M 251,853 +20,980 +9%
RJA
13
Raymond James & Associates
Florida
$10.3M 197,494 +2,657 +1%
RWMH
14
Riverpoint Wealth Management Holdings
Illinois
$9.18M 175,969 -5,435 -3%
GIA
15
Gladstone Institutional Advisory
Florida
$8.16M 156,399 +22,316 +17%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.14M 156,105 +86,564 +124%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.56M 125,887 -896 -0.7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.55M 125,658 +12,885 +11%
PCM
19
Peak Capital Management
Colorado
$6.27M 125,247 +125,247 New
FAAS
20
First Allied Advisory Services
California
$6.24M 119,577 -2,990 -2%
HI
21
Horizon Investments
North Carolina
$5.5M 105,517 +8,978 +9%
DADC
22
D.A. Davidson & Co
Montana
$5.1M 97,808 +2,055 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.93M 94,628 +2,153 +2%
CA
24
Cetera Advisors
Colorado
$4.44M 85,154 +11,692 +16%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$4.29M 82,190 +8,717 +12%
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