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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

102 hedge funds and large institutions have $980M invested in First Trust Large Cap Core AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
17
Increased
37
Reduced
34
Closed
7
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$38.3M
2
HI
2
Horizon Investments
North Carolina
$23.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.1M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$11.7M
5
Ameriprise
5
Ameriprise
Minnesota
$23.3M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
UBS Group
2
UBS Group
Switzerland
$60.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
Wells Fargo
4
Wells Fargo
California
$165M
5
Bank of America
5
Bank of America
North Carolina
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
26
HL Financial Services
Kentucky
$5.34M -$787K -18,821 -13%
CAN
27
Cetera Advisor Networks
California
$5.33M +$3.83M +91,603 +257%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.57M -$750K -17,925 -14%
AIG
29
American International Group
New York
$3.36M -$1.88M -44,886 -36%
VF
30
Virtu Financial
New York
$3.23M +$3.23M +77,229 New
IH
31
IFC Holdings
Florida
$2.9M +$205K +4,852 +8%
CS
32
Credit Suisse
Switzerland
$2.87M +$2.87M +68,704 New
Citigroup
33
Citigroup
New York
$2.83M -$2.62M -62,713 -48%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.67M -$415K -9,930 -13%
Jane Street
35
Jane Street
New York
$2.61M -$5.62M -134,415 -68%
OC
36
Oppenheimer & Co
New York
$2.59M -$667K -15,953 -21%
LPT
37
Legacy Private Trust
Wisconsin
$2.37M -$284K -6,797 -11%
DADC
38
D.A. Davidson & Co
Montana
$2.29M -$329K -7,877 -13%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.08M -$1.07M -25,633 -34%
BAAM
40
Baker Avenue Asset Management
California
$1.94M +$42 +1 +0%
Citadel Advisors
41
Citadel Advisors
Florida
$1.83M +$1.83M +43,700 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.69M -$128K -3,053 -7%
TRCT
43
Tower Research Capital (TRC)
New York
$1.61M +$1.61M +38,452 New
MFS
44
MSI Financial Services
Massachusetts
$1.57M -$434K -10,373 -22%
WA
45
WFG Advisors
Texas
$1.52M +$82.3K +1,969 +6%
AFWA
46
Ancora Family Wealth Advisors
Ohio
$1.51M +$1.51M +36,044 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.48M +$407K +9,732 +38%
LIA
48
LBMC Investment Advisors
Tennessee
$1.48M +$4.39K +105 +0.3%
ICOA
49
Investment Centers of America
North Dakota
$1.42M +$412K +9,864 +41%
MCC
50
Mid Continent Capital
Illinois
$1.4M -$439K -10,495 -24%
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