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First Trust Small Cap Value AlphaDEX Fund

43 hedge funds and large institutions have $67.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
17
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$362K +$362K +10,627 New
Goldman Sachs
27
Goldman Sachs
New York
$339K -$66.8K -1,960 -16%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$247K -$49K -1,433 -17%
HFS
29
HL Financial Services
Kentucky
$221K -$66.8K -1,959 -23%
Citigroup
30
Citigroup
New York
$212K -$2.39K -70 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$211K +$211K +6,186 New
MRCM
32
M&R Capital Management
New Jersey
$166K
FHA
33
First Horizon Advisors
Tennessee
$163K +$163K +4,793 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$138K +$2.35K +69 +2%
WA
35
WFG Advisors
Texas
$89K +$13.6K +400 +18%
Creative Planning
36
Creative Planning
Kansas
$68K
GWM
37
Geneos Wealth Management
Colorado
$48K +$7.44K +220 +18%
IPC
38
Independent Portfolio Consultants
Florida
$16K +$16K +480 New
IA
39
IFP Advisors
Florida
$14K -$7.16K -204 -34%
SPIA
40
Steward Partners Investment Advisory
New York
$13K
PS
41
Portfolio Solutions
Michigan
$10K +$10K +299 New
NFG
42
Next Financial Group
Texas
$2K
RJA
43
Raymond James & Associates
Florida
-$2.44M -70,083 Closed
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$25K -708 Closed
BIG
45
Bellwether Investment Group
Tennessee
-$7K -208 Closed