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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

142 hedge funds and large institutions have $802M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
53
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.5M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$12M
3
CS
Credit Suisse
Switzerland
+$8.48M
4
SPC
Sigma Planning Corp
Michigan
+$2.97M
5
US Bancorp
US Bancorp
Minnesota
+$2.87M

Top Sellers

1
FHB
First Hawaiian Bank
Hawaii
-$15.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$8.07M
4
Wells Fargo
Wells Fargo
California
-$6.36M
5
AW
ACG Wealth
Georgia
-$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.46M +$2.55M +41,659 +134%
PAG
27
Private Advisor Group
New Jersey
$4.25M +$302K +4,989 +8%
CP
28
Camelot Portfolios
Ohio
$3.83M +$815K +13,313 +27%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.65M -$78.4K -1,281 -2%
FAAS
30
First Allied Advisory Services
California
$3.59M -$971K -15,849 -21%
SPC
31
Sigma Planning Corp
Michigan
$3.46M +$2.97M +48,502 +611%
CCA
32
Clearwater Capital Advisors
Illinois
$2.92M -$996K -16,260 -25%
PNC
33
Park National Corp
Ohio
$2.67M +$278K +4,538 +12%
FWM
34
Frontier Wealth Management
Missouri
$2.55M +$269K +4,401 +12%
VFA
35
Voya Financial Advisors
Connecticut
$2.46M -$169K -2,789 -6%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.42M +$144K +2,370 +6%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.26M -$1.22M -20,026 -35%
CBFP
38
Cedar Brook Financial Partners
Ohio
$2.05M +$32.3K +527 +2%
WI
39
Wintrust Investments
Illinois
$2.03M -$48.4K -790 -2%
Citadel Advisors
40
Citadel Advisors
Florida
$2.02M -$1.1M -17,984 -35%
DADC
41
D.A. Davidson & Co
Montana
$1.91M +$48.3K +789 +3%
OC
42
Oppenheimer & Co
New York
$1.88M +$29.6K +484 +2%
FFN
43
Focus Financial Network
Minnesota
$1.86M +$1.9K +31 +0.1%
CPIG
44
Chicago Partners Investment Group
Illinois
$1.84M – – –
Stifel Financial
45
Stifel Financial
Missouri
$1.77M -$984K -16,063 -36%
BAAM
46
Baker Avenue Asset Management
California
$1.72M – – –
SCA
47
Snowden Capital Advisors
New York
$1.72M -$250K -4,078 -13%
EAM
48
Eukles Asset Management
Ohio
$1.68M -$9.43K -154 -0.6%
GIA
49
Gladstone Institutional Advisory
Florida
$1.65M -$59.7K -975 -3%
Citigroup
50
Citigroup
New York
$1.46M +$34.8K +568 +2%
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