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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $532M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
34
Reduced
58
Closed
7
Calls
$573K
Puts
–
Net Calls
+$573K
Net Calls Change
+$3.43M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.17M
2
AWA
Arkadios Wealth Advisors
Georgia
+$1.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.54M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.1M

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.6M
2
First Trust Advisors
First Trust Advisors
Illinois
-$4.39M
3
UBS Group
UBS Group
Switzerland
-$2.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.27M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.61M +$141K +1,922 +6%
CP
27
Camelot Portfolios
Ohio
$2.53M -$606K -8,254 -19%
PNC
28
Park National Corp
Ohio
$2.39M – – –
CPIG
29
Chicago Partners Investment Group
Illinois
$2.34M +$71.4K +930 +3%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$2.19M -$76.2K -321 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.18M -$46.9K -639 -2%
KAS
32
Kestra Advisory Services
Texas
$2.17M +$1.07M +14,615 +97%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.13M +$22.6K +308 +1%
Goldman Sachs
34
Goldman Sachs
New York
$2.12M +$1.54M +20,903 +261%
AW
35
ACG Wealth
Georgia
$2.05M -$14.8K -201 -0.7%
DADC
36
D.A. Davidson & Co
Montana
$1.92M -$7.2K -98 -0.4%
AWA
37
Arkadios Wealth Advisors
Georgia
$1.83M +$1.83M +24,863 New
GIA
38
Gladstone Institutional Advisory
Florida
$1.75M -$432K -5,888 -20%
Stifel Financial
39
Stifel Financial
Missouri
$1.71M -$121K -1,642 -7%
FFN
40
Focus Financial Network
Minnesota
$1.7M -$137K -1,859 -7%
OC
41
Oppenheimer & Co
New York
$1.47M +$48.8K +664 +3%
LI
42
LVZ Inc
Michigan
$1.43M -$381K -5,183 -21%
AWM
43
AE Wealth Management
Kansas
$1.32M +$176K +2,395 +15%
Citigroup
44
Citigroup
New York
$1.26M -$53.8K -733 -4%
FWM
45
ForthRight Wealth Management
Georgia
$1.26M +$1.26M +17,137 New
HighTower Advisors
46
HighTower Advisors
Illinois
$1.25M +$150K +2,036 +14%
EWM
47
EPG Wealth Management
Georgia
$1.25M -$14.9K -203 -1%
CCA
48
Clearwater Capital Advisors
Illinois
$1.24M – – –
AAS
49
Avantax Advisory Services
Texas
$1.13M -$216K -2,950 -16%
IWM
50
IHT Wealth Management
Illinois
$1.12M +$1.62K +22 +0.1%
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