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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

157 hedge funds and large institutions have $763M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+18
Holders Change %
+12.95%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
41
Reduced
66
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$21.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.93M
3
CS
Credit Suisse
Switzerland
+$9.6M
4
Stifel Financial
Stifel Financial
Missouri
+$2.94M
5
UBS Group
UBS Group
Switzerland
+$1.89M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.09M
2
Bank of America
Bank of America
North Carolina
-$5.15M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$5.06M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.53M
5
LPL Financial
LPL Financial
California
-$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.48M -$772K -11,911 -15%
US Bancorp
27
US Bancorp
Minnesota
$4.22M +$26.5K +406 +0.6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$4.08M -$204K -1,100 -5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.98M +$38.3K +586 +1%
CP
30
Camelot Portfolios
Ohio
$3.62M -$289K -4,426 -7%
MCM
31
Mattern Capital Management
Colorado
$3.44M +$3.44M +52,669 New
FAAS
32
First Allied Advisory Services
California
$3.21M +$97.8K +1,496 +3%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3M -$127K -1,941 -4%
CCA
34
Clearwater Capital Advisors
Illinois
$2.71M -$255K -3,913 -9%
FWM
35
Frontier Wealth Management
Missouri
$2.68M -$35.5K -544 -1%
GIA
36
Gladstone Institutional Advisory
Florida
$2.66M +$19.9K +305 +0.8%
WI
37
Wintrust Investments
Illinois
$2.25M +$98.8K +1,514 +5%
PNC
38
Park National Corp
Ohio
$2.14M -$926K -14,201 -30%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.06M -$681K -10,437 -25%
CPIG
40
Chicago Partners Investment Group
Illinois
$2M +$36.4K +546 +2%
DADC
41
D.A. Davidson & Co
Montana
$1.96M -$22.8K -350 -1%
FFN
42
Focus Financial Network
Minnesota
$1.93M -$1.11K -17 -0.1%
OC
43
Oppenheimer & Co
New York
$1.92M -$122K -1,872 -6%
SPC
44
Sigma Planning Corp
Michigan
$1.9M -$1.79M -27,434 -48%
SCA
45
Snowden Capital Advisors
New York
$1.88M +$27.9K +427 +2%
AAS
46
Avantax Advisory Services
Texas
$1.86M +$1.86M +28,503 New
BAAM
47
Baker Avenue Asset Management
California
$1.83M – – –
EWM
48
EPG Wealth Management
Georgia
$1.62M +$1.62M +24,860 New
CBFP
49
Cedar Brook Financial Partners
Ohio
$1.62M -$45.5K -698 -3%
Citigroup
50
Citigroup
New York
$1.48M -$93.8K -1,437 -6%
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