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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

107 hedge funds and large institutions have $734M invested in First Trust Large Cap Core AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
34
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.45M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$6.72M
3
MFS
MSI Financial Services
Massachusetts
+$6.58M
4
SS
Simplicity Solutions
Minnesota
+$3.55M
5
AG
Advisor Group
Arizona
+$2.52M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$38.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$30.9M
3
AGA
Accuvest Global Advisors
Utah
-$29.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.78M
5
Wells Fargo
Wells Fargo
California
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$4.63M -$78.3K -1,595 -2%
AWM
27
AE Wealth Management
Kansas
$4.61M +$4.61M +94,592 New
IH
28
IFC Holdings
Florida
$4.59M +$465K +9,537 +11%
SS
29
Simplicity Solutions
Minnesota
$4.42M +$3.55M +72,737 +407%
VFA
30
Voya Financial Advisors
Connecticut
$4.14M -$403K -8,231 -9%
Stifel Financial
31
Stifel Financial
Missouri
$4.06M +$836K +17,121 +26%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$3.99M +$643K +13,203 +19%
LPT
33
Legacy Private Trust
Wisconsin
$3.96M +$1.67M +34,151 +73%
Ameriprise
34
Ameriprise
Minnesota
$3.79M -$1.52M -31,075 -29%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.7M +$1.73M +35,533 +88%
FAAS
36
First Allied Advisory Services
California
$3.68M +$1.13M +23,156 +44%
CAN
37
Cetera Advisor Networks
California
$3.11M -$566K -11,603 -15%
PFA
38
Pinnacle Family Advisors
Missouri
$2.72M +$2.72M +55,744 New
SI
39
SII Investments
Wisconsin
$2.55M +$1.93M +39,457 +308%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.37M -$33.7K -691 -1%
US Bancorp
41
US Bancorp
Minnesota
$2.06M +$343K +7,036 +20%
AA
42
Ancora Advisors
Ohio
$1.89M +$1.89M +38,837 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.84M -$605K -12,224 -25%
BAAM
44
Baker Avenue Asset Management
California
$1.79M +$19.5K +400 +1%
DADC
45
D.A. Davidson & Co
Montana
$1.74M – – –
PAG
46
Private Advisor Group
New Jersey
$1.7M +$101K +2,034 +6%
FWM
47
Frontier Wealth Management
Missouri
$1.66M -$31.1K -638 -2%
GS
48
Girard Securities
California
$1.63M +$185K +3,792 +13%
Citigroup
49
Citigroup
New York
$1.63M +$76.3K +1,565 +5%
AI
50
Atria Investments
North Carolina
$1.58M +$359K +7,366 +29%
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