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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

154 hedge funds and large institutions have $590M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
49
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
1
Gladstone Institutional Advisory
Florida
$7.41M
2
LPL Financial
2
LPL Financial
California
$73.4M
3
AWM
3
AE Wealth Management
Kansas
$4.7M
4
WP
4
WealthSource Partners
California
$8.31M
5
AI
5
Atria Investments
North Carolina
$1.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
Wells Fargo
2
Wells Fargo
California
$27.3M
3
CWS
3
Cypress Wealth Services
California
$448K
4
Bank of America
4
Bank of America
North Carolina
$24.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$4.19M +$153K +1,783 +4%
HI
27
Harbour Investments
Wisconsin
$3.87M -$321K -3,741 -8%
AFP
28
Ausdal Financial Partners
Iowa
$3.4M +$381K +4,442 +13%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.37M -$83.7K -975 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$3.15M -$414K -4,819 -12%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.85M -$844K -9,827 -23%
FWM
32
Frontier Wealth Management
Missouri
$2.82M -$213K -2,481 -7%
CP
33
Camelot Portfolios
Ohio
$2.68M -$42.5K -495 -2%
PNC
34
Park National Corp
Ohio
$2.66M -$97K -1,129 -4%
CPIG
35
Chicago Partners Investment Group
Illinois
$2.64M -$16.4K -189 -0.6%
DADC
36
D.A. Davidson & Co
Montana
$2.41M +$172K +2,000 +8%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.4M – – –
RFN
38
RDA Financial Network
Iowa
$2.32M +$46.5K +542 +2%
Stifel Financial
39
Stifel Financial
Missouri
$2.05M -$28.5K -332 -1%
AWA
40
Arkadios Wealth Advisors
Georgia
$1.94M -$181K -2,110 -9%
OC
41
Oppenheimer & Co
New York
$1.81M +$222K +2,583 +14%
Citigroup
42
Citigroup
New York
$1.57M +$37.4K +436 +2%
EWM
43
EPG Wealth Management
Georgia
$1.54M +$112K +1,306 +8%
AW
44
ACG Wealth
Georgia
$1.44M -$821K -9,556 -36%
CCA
45
Clearwater Capital Advisors
Illinois
$1.43M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$1.38M -$46.8K -545 -3%
AI
47
Atria Investments
North Carolina
$1.29M +$1.29M +14,979 New
AAS
48
Avantax Advisory Services
Texas
$1.27M -$6.6K -77 -0.5%
LI
49
LVZ Inc
Michigan
$1.18M -$294K -3,421 -20%
IWM
50
IHT Wealth Management
Illinois
$1.17M -$89.9K -1,047 -7%
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