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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$35.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.96M
3
LPL Financial
LPL Financial
California
$80.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.83M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$41.3M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
$1.55M
2
UBS Group
UBS Group
Switzerland
$30.3M
3
Truist Financial
Truist Financial
North Carolina
$18.5M
4
HI
Harbour Investments
Wisconsin
$2.61M
5
Osaic Holdings
Osaic Holdings
Arizona
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
26
Keystone Wealth Services
California
$3.98M +$3.98M +43,074 New
Citadel Advisors
27
Citadel Advisors
Florida
$3.64M -$702K -7,605 -16%
AFP
28
Ausdal Financial Partners
Iowa
$3.46M -$111K -1,207 -3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$3.17M +$110K +1,187 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.13M -$474K -5,129 -13%
FWM
31
Frontier Wealth Management
Missouri
$3.03M +$18.9K +205 +0.6%
CPIG
32
Chicago Partners Investment Group
Illinois
$2.95M +$222K +2,576 +8%
RFN
33
RDA Financial Network
Iowa
$2.86M +$207K +2,239 +8%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.83M +$1.14M +12,369 +68%
HI
35
Harbour Investments
Wisconsin
$2.61M -$1.47M -15,932 -36%
DADC
36
D.A. Davidson & Co
Montana
$2.59M – – –
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.4M +$13.4K +50 +0.6%
Stifel Financial
38
Stifel Financial
Missouri
$2.17M -$24.8K -269 -1%
PNC
39
Park National Corp
Ohio
$2.01M -$828K -8,966 -29%
AI
40
Atria Investments
North Carolina
$1.73M +$488K +5,289 +39%
KWM
41
Kaydan Wealth Management
Michigan
$1.67M +$1.67M +18,104 New
OC
42
Oppenheimer & Co
New York
$1.66M -$240K -2,603 -13%
EWM
43
EPG Wealth Management
Georgia
$1.6M +$4.25K +46 +0.3%
SPC
44
Sigma Planning Corp
Michigan
$1.55M -$6.83M -73,975 -82%
CCA
45
Clearwater Capital Advisors
Illinois
$1.53M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$1.53M +$45.2K +489 +3%
QPW
47
Quantum Private Wealth
Florida
$1.45M +$1.45M +15,730 New
LI
48
LVZ Inc
Michigan
$1.39M +$139K +1,501 +11%
AAS
49
Avantax Advisory Services
Texas
$1.23M -$71.6K -776 -6%
AW
50
ACG Wealth
Georgia
$1.22M -$44.5K -482 -4%
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