FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

101 hedge funds and large institutions have $1.01B invested in First Trust Large Cap Core AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-11
Holders Change %
-9.82%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
10
Increased
31
Reduced
49
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
$54.6M
2
SAM
Shamrock Asset Management
Texas
$34.5M
3
FHA
First Horizon Advisors
Tennessee
$10.2M
4
AGA
Accuvest Global Advisors
Utah
$41.2M
5
Stifel Financial
Stifel Financial
Missouri
$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$87.8M
2
Wells Fargo
Wells Fargo
California
$151M
3
UBS Group
UBS Group
Switzerland
$40.1M
4
Ameriprise
Ameriprise
Minnesota
$3.66M
5
LPL Financial
LPL Financial
California
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
26
Voya Financial Advisors
Connecticut
$5.1M +$487K +10,916 +11%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.97M +$1.08M +24,207 +28%
LPT
28
Legacy Private Trust
Wisconsin
$4.88M +$1.24M +27,717 +34%
SIM
29
SSI Investment Management
California
$4.87M +$465K +10,414 +11%
FA
30
FDx Advisors
Illinois
$4.51M +$484K +10,840 +12%
AIG
31
American International Group
New York
$4.18M +$359K +8,056 +9%
MFS
32
MSI Financial Services
Massachusetts
$3.9M -$57K -1,277 -1%
IH
33
IFC Holdings
Florida
$3.78M +$424K +9,477 +13%
Ameriprise
34
Ameriprise
Minnesota
$3.66M -$21M -469,571 -85%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$3.35M +$491K +11,146 +17%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$3.01M -$1.67M -37,980 -36%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.96M -$173K -3,894 -6%
CAN
38
Cetera Advisor Networks
California
$2.49M +$37.2K +836 +2%
FAAS
39
First Allied Advisory Services
California
$2.48M -$3.32M -74,677 -57%
DADC
40
D.A. Davidson & Co
Montana
$2.25M -$211K -4,738 -9%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.96M -$54.7K -1,226 -3%
US Bancorp
42
US Bancorp
Minnesota
$1.89M +$148K +3,316 +9%
VAM
43
Visionary Asset Management
Texas
$1.85M +$1.28M +28,704 +226%
Citigroup
44
Citigroup
New York
$1.7M -$493K -11,050 -22%
AFWA
45
Ancora Family Wealth Advisors
Ohio
$1.67M +$107K +2,393 +7%
BAAM
46
Baker Avenue Asset Management
California
$1.63M -$290K -6,490 -15%
WA
47
WFG Advisors
Texas
$1.59M -$11.2K -252 -0.7%
FWM
48
Frontier Wealth Management
Missouri
$1.59M +$57K +1,277 +4%
PAG
49
Private Advisor Group
New Jersey
$1.44M +$659K +13,923 +84%
PFS
50
Prospera Financial Services
Texas
$1.39M +$1.39M +31,060 New
1
2
3 4 5