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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

164 hedge funds and large institutions have $539M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
55
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$32.7M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$11.3M
3
Wells Fargo
3
Wells Fargo
California
$29.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.33M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3.98M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$15.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$86.5M
3
AFP
3
Ausdal Financial Partners
Iowa
$1.54M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$532K
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$4.19M +$201K +2,783 +5%
AWM
27
AE Wealth Management
Kansas
$3.99M -$90.8K -1,257 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.98M +$1.27M +17,530 +47%
US Bancorp
29
US Bancorp
Minnesota
$3.72M +$88.2K +1,221 +2%
CPIG
30
Chicago Partners Investment Group
Illinois
$3.68M +$389K +4,866 +12%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.54M +$143K +1,978 +6%
RFN
32
RDA Financial Network
Iowa
$2.36M +$20.7K +287 +0.9%
KWS
33
Keystone Wealth Services
California
$2.33M -$95K -1,316 -4%
HI
34
Harbour Investments
Wisconsin
$2.12M – – –
SPC
35
Sigma Planning Corp
Michigan
$2M +$1.07M +14,866 +116%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.72M – – –
FFN
37
Focus Financial Network
Minnesota
$1.55M -$45.9K -635 -3%
AFP
38
Ausdal Financial Partners
Iowa
$1.54M -$1.99M -27,530 -56%
Stifel Financial
39
Stifel Financial
Missouri
$1.46M -$37.5K -519 -3%
Goldman Sachs
40
Goldman Sachs
New York
$1.43M +$494K +6,849 +53%
PNC
41
Park National Corp
Ohio
$1.36M -$21.7K -300 -2%
LI
42
LVZ Inc
Michigan
$1.34M +$324K +4,492 +32%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.33M +$1.33M +18,455 New
KWM
44
Kaydan Wealth Management
Michigan
$1.25M -$46.8K -648 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.25M -$37.6K -521 -3%
CCA
46
Clearwater Capital Advisors
Illinois
$1.19M – – –
BAM
47
Belpointe Asset Management
Nevada
$1.17M +$882K +12,214 +305%
QPW
48
Quantum Private Wealth
Florida
$1.14M – – –
EWM
49
EPG Wealth Management
Georgia
$1.11M -$37.8K -523 -3%
IWM
50
IHT Wealth Management
Illinois
$1.01M +$93.3K +1,291 +10%
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