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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

139 hedge funds and large institutions have $807M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
58
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.79M
3
LPL Financial
LPL Financial
California
+$5.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.36M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.35M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$12.6M
2
Wells Fargo
Wells Fargo
California
-$6.14M
3
CS
Credit Suisse
Switzerland
-$5.85M
4
AG
Advisor Group
Arizona
-$3.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$5.47M +$210K +3,593 +4%
CAN
27
Cetera Advisor Networks
California
$5.14M +$1.16M +19,804 +29%
BTS
28
BB&T Securities
Virginia
$5.1M -$75.5K -1,293 -1%
FAAS
29
First Allied Advisory Services
California
$5.1M +$301K +5,128 +6%
Stifel Financial
30
Stifel Financial
Missouri
$4.98M -$468K -7,999 -9%
HA
31
Hays Advisory
Tennessee
$4.74M -$978K -16,740 -17%
CCA
32
Clearwater Capital Advisors
Illinois
$4.03M -$196K -3,357 -5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.87M +$70.9K +1,213 +2%
VFA
34
Voya Financial Advisors
Connecticut
$3.86M -$203K -3,522 -5%
LPT
35
Legacy Private Trust
Wisconsin
$3.53M -$552K -9,442 -14%
FA
36
FDx Advisors
Illinois
$3.14M -$215K -3,679 -6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$3.05M +$65.2K +1,115 +2%
WP
38
WealthPLAN Partners
Nebraska
$2.57M +$615K +10,521 +31%
US Bancorp
39
US Bancorp
Minnesota
$2.55M +$327K +5,598 +15%
CS
40
Credit Suisse
Switzerland
$2.54M -$5.85M -100,203 -70%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.32M +$1.63M +27,930 +236%
FWM
42
Frontier Wealth Management
Missouri
$2.14M +$486K +8,316 +29%
SCA
43
Snowden Capital Advisors
New York
$2.11M +$584K +9,994 +38%
CWS
44
Cypress Wealth Services
California
$1.98M +$253K +4,330 +15%
BAAM
45
Baker Avenue Asset Management
California
$1.97M – – –
PAG
46
Private Advisor Group
New Jersey
$1.94M +$1.3M +22,313 +205%
SWP
47
Stratos Wealth Partners
Ohio
$1.78M -$262K -4,481 -13%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.73M -$135K -2,315 -7%
AWM
49
AE Wealth Management
Kansas
$1.73M -$119K -2,033 -6%
SIAP
50
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.7M +$5.26K +90 +0.3%
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