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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $644M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
66
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$26.4M
2
LPL Financial
LPL Financial
California
$78.3M
3
RA
RiverTree Advisors
Florida
$4.08M
4
RJA
Raymond James & Associates
Florida
$15M
5
Wells Fargo
Wells Fargo
California
$35.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$20M
2
HI
Harbour Investments
Wisconsin
$574K
3
AFP
Ausdal Financial Partners
Iowa
$227K
4
Morgan Stanley
Morgan Stanley
New York
$94.9M
5
Goldman Sachs
Goldman Sachs
New York
$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$4.56M +$442K +5,522 +11%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.31M -$98.2K -1,226 -2%
CPIG
28
Chicago Partners Investment Group
Illinois
$4.18M +$243K +2,830 +6%
AWM
29
AE Wealth Management
Kansas
$4.15M -$270K -3,378 -6%
RA
30
RiverTree Advisors
Florida
$4.08M +$4.08M +50,926 New
SAM
31
Secure Asset Management
Michigan
$2.98M +$2.98M +37,251 New
MML Investors Services
32
MML Investors Services
Massachusetts
$2.83M +$5.52K +69 +0.2%
RFN
33
RDA Financial Network
Iowa
$2.81M +$185K +2,309 +7%
CAS
34
Coppell Advisory Solutions
Texas
$2.6M +$2.6M +32,431 New
CASC
35
Coppell Advisory Solutions Corp
Texas
$2.6M +$2.6M +32,431 New
KWS
36
Keystone Wealth Services
California
$2.57M -$11.7K -146 -0.5%
SPC
37
Sigma Planning Corp
Michigan
$2.1M -$117K -1,465 -5%
BAM
38
Belpointe Asset Management
Nevada
$1.9M +$602K +7,516 +46%
Stifel Financial
39
Stifel Financial
Missouri
$1.73M +$117K +1,467 +7%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.73M -$184K -2,300 -10%
FFN
41
Focus Financial Network
Minnesota
$1.72M +$5.53K +69 +0.3%
LI
42
LVZ Inc
Michigan
$1.63M +$139K +1,731 +9%
PNC
43
Park National Corp
Ohio
$1.55M +$38.3K +478 +3%
IWM
44
Iams Wealth Management
Nebraska
$1.46M +$1.46M +18,246 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.45M -$31.6K -395 -2%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.38M -$5.29K -66 -0.4%
CAN
47
Cetera Advisor Networks
California
$1.34M +$387K +4,838 +41%
CCA
48
Clearwater Capital Advisors
Illinois
$1.32M – – –
KWM
49
Kaydan Wealth Management
Michigan
$1.3M -$80.9K -1,010 -6%
AI
50
Atria Investments
North Carolina
$1.3M +$1.3M +16,188 New
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