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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

136 hedge funds and large institutions have $948M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
43
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$74.9M
2
FHB
First Hawaiian Bank
Hawaii
+$16.3M
3
Morgan Stanley
Morgan Stanley
New York
+$11M
4
BTS
BB&T Securities
Virginia
+$9.23M
5
Wells Fargo
Wells Fargo
California
+$4.39M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$11.6M
3
Bank of America
Bank of America
North Carolina
-$3.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
SSI Investment Management
California
$5.95M -$11K -176 -0.2%
TFA
27
Transamerica Financial Advisors
Florida
$5.53M +$4.11M +65,843 +289%
Stifel Financial
28
Stifel Financial
Missouri
$5.39M +$2.98M +47,790 +124%
FAAS
29
First Allied Advisory Services
California
$4.87M -$819K -13,168 -14%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$4.83M -$1.02M -16,405 -18%
CAN
31
Cetera Advisor Networks
California
$4.58M +$344K +5,515 +8%
CS
32
Credit Suisse
Switzerland
$4.33M +$2.28M +36,494 +111%
CCA
33
Clearwater Capital Advisors
Illinois
$4.26M -$19.2K -308 -0.4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.92M +$54.8K +880 +1%
VFA
35
Voya Financial Advisors
Connecticut
$3.87M -$122K -1,950 -3%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$3.69M -$441K -7,065 -11%
HA
37
Hays Advisory
Tennessee
$3.62M -$1.33M -21,343 -27%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.38M -$101K -1,628 -3%
CP
39
Camelot Portfolios
Ohio
$3.18M -$40.1K -642 -1%
PAG
40
Private Advisor Group
New Jersey
$2.88M +$2.27M +36,389 +376%
FA
41
FDx Advisors
Illinois
$2.82M -$221K -3,535 -7%
Citadel Advisors
42
Citadel Advisors
Florida
$2.65M +$2.65M +42,405 New
CWS
43
Cypress Wealth Services
California
$2.58M +$18K +289 +0.7%
FWM
44
Frontier Wealth Management
Missouri
$2.33M +$44.9K +720 +2%
SCA
45
Snowden Capital Advisors
New York
$1.98M -$233K -3,730 -11%
Goldman Sachs
46
Goldman Sachs
New York
$1.94M +$1.94M +31,011 New
OC
47
Oppenheimer & Co
New York
$1.92M +$140K +2,242 +8%
BAAM
48
Baker Avenue Asset Management
California
$1.9M -$87.4K -1,400 -4%
DADC
49
D.A. Davidson & Co
Montana
$1.82M +$3.12K +50 +0.2%
IA
50
IFP Advisors
Florida
$1.69M -$206K -3,298 -11%
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