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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

139 hedge funds and large institutions have $712M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
41
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.81M
2
GIA
Gladstone Institutional Advisory
Florida
+$822K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$578K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$498K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$46.5M
2
CS
Credit Suisse
Switzerland
-$6.23M
3
Wells Fargo
Wells Fargo
California
-$6.05M
4
LPL Financial
LPL Financial
California
-$3.89M
5
MML Investors Services
MML Investors Services
Massachusetts
-$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.82M +$1.81M +29,751 +90%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.67M +$35.7K +586 +1%
CP
28
Camelot Portfolios
Ohio
$3.65M -$158K -2,588 -4%
SPC
29
Sigma Planning Corp
Michigan
$3.45M +$9.56K +157 +0.3%
CS
30
Credit Suisse
Switzerland
$3.27M -$6.23M -102,283 -66%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$2.92M +$489K +8,036 +20%
FAAS
32
First Allied Advisory Services
California
$2.9M -$672K -11,053 -19%
PNC
33
Park National Corp
Ohio
$2.87M +$208K +3,415 +8%
CCA
34
Clearwater Capital Advisors
Illinois
$2.77M -$135K -2,220 -5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.56M -$1.87M -30,708 -42%
FWM
36
Frontier Wealth Management
Missouri
$2.53M -$1.89K -31 -0.1%
GIA
37
Gladstone Institutional Advisory
Florida
$2.46M +$822K +13,492 +50%
VFA
38
Voya Financial Advisors
Connecticut
$2.32M -$142K -2,342 -6%
WI
39
Wintrust Investments
Illinois
$2.01M -$10.5K -172 -0.5%
OC
40
Oppenheimer & Co
New York
$1.9M +$37.5K +616 +2%
DADC
41
D.A. Davidson & Co
Montana
$1.86M -$48.7K -800 -3%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.81M -$10.7K -175 -0.6%
FFN
43
Focus Financial Network
Minnesota
$1.81M -$43.7K -717 -2%
Stifel Financial
44
Stifel Financial
Missouri
$1.8M +$49.8K +819 +3%
SCA
45
Snowden Capital Advisors
New York
$1.73M +$22K +361 +1%
BAAM
46
Baker Avenue Asset Management
California
$1.71M – – –
EAM
47
Eukles Asset Management
Ohio
$1.66M -$6.7K -110 -0.4%
CBFP
48
Cedar Brook Financial Partners
Ohio
$1.55M -$492K -8,082 -24%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.49M -$756K -12,456 -34%
Citigroup
50
Citigroup
New York
$1.47M +$25.5K +419 +2%
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