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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

91 hedge funds and large institutions have $1.03B invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
23
Increased
44
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$94.8M
2
Morgan Stanley
Morgan Stanley
New York
$152M
3
AGA
Accuvest Global Advisors
Utah
$41.1M
4
Wells Fargo
Wells Fargo
California
$153M
5
LPL Financial
LPL Financial
California
$73M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$8.97M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.73M
3
LPT
Legacy Private Trust
Wisconsin
$5.22M
4
BAAM
Baker Avenue Asset Management
California
$4.23M
5
PAG
Private Advisor Group
New Jersey
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$5.22M -$3.56M -78,016 -41%
Stifel Financial
27
Stifel Financial
Missouri
$5.22M +$448K +9,813 +9%
Jane Street
28
Jane Street
New York
$4.77M +$4.77M +104,548 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$4.67M +$113K +2,472 +2%
SPC
30
Sigma Planning Corp
Michigan
$4.62M +$4.62M +101,154 New
Citigroup
31
Citigroup
New York
$4.55M +$2.15M +47,132 +90%
BAAM
32
Baker Avenue Asset Management
California
$4.23M -$2.79M -61,244 -40%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.05M +$1.57M +34,352 +63%
DADC
34
D.A. Davidson & Co
Montana
$3.97M +$694K +15,203 +21%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.72M -$313K -6,864 -8%
OC
36
Oppenheimer & Co
New York
$3.19M +$292K +6,403 +10%
IH
37
IFC Holdings
Florida
$2.98M +$326K +7,057 +12%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.36M +$61.6K +1,351 +3%
VFS
39
VSR Financial Services
Kansas
$2.29M +$1.32M +29,023 +137%
MCC
40
Mid Continent Capital
Illinois
$1.76M +$1.27M +27,750 +257%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.64M +$37.3K +817 +2%
LIA
42
LBMC Investment Advisors
Tennessee
$1.6M +$1.6M +35,158 New
WA
43
WFG Advisors
Texas
$1.59M -$14.8K -324 -0.9%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1.49M +$181K +3,965 +14%
ACM
45
Argentus Capital Management
Texas
$1.08M +$1.08M +23,632 New
US Bancorp
46
US Bancorp
Minnesota
$908K +$787K +17,233 +648%
TRCT
47
Tower Research Capital (TRC)
New York
$904K +$904K +19,804 New
KA
48
Kovack Advisors
Florida
$839K +$839K +18,380 New
FHA
49
First Horizon Advisors
Tennessee
$805K – – –
MFS
50
MSI Financial Services
Massachusetts
$760K -$616K -13,507 -45%
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