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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

76 hedge funds and large institutions have $771M invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
11
Increased
43
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$107M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.8M
3
BTS
BB&T Securities
Virginia
$30M
4
LPL Financial
LPL Financial
California
$61.2M
5
AGA
Accuvest Global Advisors
Utah
$13.2M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$804K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.53M
4
Ameriprise
Ameriprise
Minnesota
$3.77M
5
AUB
Atlantic Union Bankshares
Virginia
$914K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.84M +$3.84M +88,357 New
ACM
27
Aviance Capital Management
Florida
$3.79M +$1.16M +26,740 +44%
Ameriprise
28
Ameriprise
Minnesota
$3.77M -$997K -22,912 -21%
AIG
29
American International Group
New York
$3.28M +$2.36M +54,222 +256%
DADC
30
D.A. Davidson & Co
Montana
$3.13M +$129K +2,972 +4%
OC
31
Oppenheimer & Co
New York
$2.76M +$293K +6,727 +12%
IH
32
IFC Holdings
Florida
$2.5M +$100K +2,299 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.37M +$221K +5,075 +10%
Citigroup
34
Citigroup
New York
$2.29M +$2.22K +51 +0.1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.2M +$268K +6,159 +14%
PAG
36
Private Advisor Group
New Jersey
$1.8M -$201K -4,626 -10%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.53M -$1.61M -36,913 -51%
WA
38
WFG Advisors
Texas
$1.53M +$147K +3,390 +11%
MFS
39
MSI Financial Services
Massachusetts
$1.31M +$517K +11,878 +65%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.25M +$37.2K +856 +3%
FHC
41
First Heartland Consultants
Missouri
$1.11M +$359K +8,250 +48%
SI
42
Stephens Inc
Arkansas
$1.09M +$1.09M +24,967 New
VFS
43
VSR Financial Services
Kansas
$922K -$123K -2,822 -12%
AUB
44
Atlantic Union Bankshares
Virginia
$914K -$783K -18,000 -46%
Goldman Sachs
45
Goldman Sachs
New York
$804K -$4.87M -112,028 -86%
FHA
46
First Horizon Advisors
Tennessee
$760K – – –
SI
47
SII Investments
Wisconsin
$749K -$163K -3,744 -18%
VAM
48
Visionary Asset Management
Texas
$664K +$42.8K +984 +7%
MCC
49
Mid Continent Capital
Illinois
$470K +$270K +6,200 +134%
Deutsche Bank
50
Deutsche Bank
Germany
$466K +$204K +4,691 +78%
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