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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

129 hedge funds and large institutions have $453M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
61
Closed
13
Calls
$494K
Puts
$3.35M
Net Calls
-$2.85M
Net Calls Change
-$2.62M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$4.39M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.31M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$1.66M
4
CP
Camelot Portfolios
Ohio
+$1.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.28M
2
LPL Financial
LPL Financial
California
-$4.47M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.36M
4
CS
Credit Suisse
Switzerland
-$3.32M
5
UBS Group
UBS Group
Switzerland
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$2.05M -$6.95K -110 -0.3%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.93M – – –
MML Investors Services
28
MML Investors Services
Massachusetts
$1.92M -$1.37M -21,748 -42%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.9M -$1.78M -8,907 -48%
GIA
30
Gladstone Institutional Advisory
Florida
$1.88M -$25.2K -398 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.82M -$460K -7,251 -20%
AW
32
ACG Wealth
Georgia
$1.77M -$96.7K -1,530 -5%
DADC
33
D.A. Davidson & Co
Montana
$1.66M -$30.8K -487 -2%
FFN
34
Focus Financial Network
Minnesota
$1.58M -$166K -2,625 -9%
Stifel Financial
35
Stifel Financial
Missouri
$1.57M -$548K -8,668 -26%
LI
36
LVZ Inc
Michigan
$1.56M +$64.6K +1,022 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$1.36M +$772K +12,179 +131%
OC
38
Oppenheimer & Co
New York
$1.22M -$34.3K -542 -3%
FAAS
39
First Allied Advisory Services
California
$1.21M -$789K -12,472 -40%
AAS
40
Avantax Advisory Services
Texas
$1.16M +$53.8K +853 +5%
Citigroup
41
Citigroup
New York
$1.14M -$131K -2,065 -10%
EWM
42
EPG Wealth Management
Georgia
$1.09M -$286K -4,530 -21%
CCA
43
Clearwater Capital Advisors
Illinois
$1.06M – – –
AWM
44
AE Wealth Management
Kansas
$986K -$90.3K -1,428 -8%
IWM
45
IHT Wealth Management
Illinois
$962K +$31K +491 +3%
KAS
46
Kestra Advisory Services
Texas
$953K +$953K +15,073 New
HighTower Advisors
47
HighTower Advisors
Illinois
$947K +$1.33K +21 +0.1%
SIAP
48
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$859K -$256K -4,050 -23%
APA
49
American Portfolios Advisors
New York
$857K -$2.84K -45 -0.3%
CBFP
50
Cedar Brook Financial Partners
Ohio
$856K -$64.1K -1,014 -7%
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