FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

124 hedge funds and large institutions have $845M invested in First Trust Large Cap Core AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+17
Holders Change %
+15.89%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
46
Reduced
45
Closed
4
Calls
$9.63M
Puts
–
Net Calls
+$9.63M
Net Calls Change
+$9.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$18.6M
3
SB
Suntrust Banks
Georgia
+$11.2M
4
LPL Financial
LPL Financial
California
+$8.69M
5
SAM
Shamrock Asset Management
Texas
+$6.99M

Top Sellers

1
AGA
Accuvest Global Advisors
Utah
-$9.9M
2
Bank of America
Bank of America
North Carolina
-$9.19M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$6.72M
4
Wells Fargo
Wells Fargo
California
-$4.28M
5
AW
ACG Wealth
Georgia
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$5.87M +$1.19M +23,109 +26%
IH
27
IFC Holdings
Florida
$5.01M +$154K +2,976 +3%
LPT
28
Legacy Private Trust
Wisconsin
$4.76M +$566K +10,970 +14%
BTS
29
BB&T Securities
Virginia
$4.57M -$1.14M -22,008 -20%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$4.54M +$332K +6,467 +8%
SIM
31
SSI Investment Management
California
$4.29M -$2.46M -47,594 -36%
CCA
32
Clearwater Capital Advisors
Illinois
$4.18M -$645K -12,616 -13%
VFA
33
Voya Financial Advisors
Connecticut
$3.91M -$446K -8,653 -10%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.87M -$40.8K -791 -1%
Ameriprise
35
Ameriprise
Minnesota
$3.77M -$227K -4,395 -6%
FA
36
FDx Advisors
Illinois
$3.72M -$2.93M -56,817 -44%
CAN
37
Cetera Advisor Networks
California
$3.54M +$249K +4,827 +8%
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$2.97M -$2.12M -41,158 -42%
SI
39
SII Investments
Wisconsin
$2.82M +$126K +2,450 +5%
FAAS
40
First Allied Advisory Services
California
$2.78M -$1.11M -21,596 -29%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.56M +$49.9K +968 +2%
US Bancorp
42
US Bancorp
Minnesota
$2.12M -$64.3K -1,246 -3%
AA
43
Ancora Advisors
Ohio
$2.11M +$103K +1,994 +5%
AI
44
Atria Investments
North Carolina
$1.91M +$236K +4,570 +14%
PAG
45
Private Advisor Group
New Jersey
$1.85M +$97.2K +1,901 +6%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.84M – – –
IWM
47
Integrated Wealth Management
California
$1.81M +$208K +4,030 +13%
DADC
48
D.A. Davidson & Co
Montana
$1.79M -$56.8K -1,100 -3%
BAAM
49
Baker Avenue Asset Management
California
$1.77M -$124K -2,400 -7%
GS
50
Girard Securities
California
$1.73M +$4.75K +92 +0.3%
1
2
3 4 5