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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
48
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$27.3M
2
CF
Centaurus Financial
California
+$5.91M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.36M
4
FFN
Focus Financial Network
Minnesota
+$1.96M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.68M

Top Sellers

1
GIA
Gladstone Institutional Advisory
Florida
-$5.14M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.58M
3
Morgan Stanley
Morgan Stanley
New York
-$2.78M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.6M
5
LPL Financial
LPL Financial
California
-$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$4.45M -$11.3K -128 -0.3%
AFP
27
Ausdal Financial Partners
Iowa
$4.35M +$1.04M +11,728 +31%
KWS
28
Keystone Wealth Services
California
$3.5M -$305K -3,453 -8%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.44M -$2.6M -29,494 -43%
CPIG
30
Chicago Partners Investment Group
Illinois
$3.04M +$296K +3,685 +11%
Citadel Advisors
31
Citadel Advisors
Florida
$2.92M -$562K -6,370 -16%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.89M -$148K -1,676 -5%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.81M -$174K -1,967 -6%
RFN
34
RDA Financial Network
Iowa
$2.8M +$71.6K +811 +3%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.48M +$1.68M +18,947 +211%
DADC
36
D.A. Davidson & Co
Montana
$2.48M – – –
FFN
37
Focus Financial Network
Minnesota
$1.96M +$1.96M +22,167 New
Stifel Financial
38
Stifel Financial
Missouri
$1.91M -$163K -1,852 -8%
PNC
39
Park National Corp
Ohio
$1.72M -$194K -2,194 -10%
FWM
40
Frontier Wealth Management
Missouri
$1.71M -$1.15M -13,144 -40%
KWM
41
Kaydan Wealth Management
Michigan
$1.59M -$4.68K -53 -0.3%
GIA
42
Gladstone Institutional Advisory
Florida
$1.58M -$5.14M -58,288 -77%
AI
43
Atria Investments
North Carolina
$1.58M -$72.6K -823 -4%
EWM
44
EPG Wealth Management
Georgia
$1.58M +$43.4K +492 +3%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.54M +$79K +894 +5%
CCA
46
Clearwater Capital Advisors
Illinois
$1.46M – – –
GM
47
GeoWealth Management
Illinois
$1.43M +$1.43M +16,234 New
QPW
48
Quantum Private Wealth
Florida
$1.39M – – –
OC
49
Oppenheimer & Co
New York
$1.22M -$366K -4,144 -23%
LI
50
LVZ Inc
Michigan
$1.22M -$110K -1,247 -8%
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