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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $621M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
52
Reduced
66
Closed
5
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
TCM
Triumph Capital Management
Colorado
$4.98M
3
SB
Strategic Blueprint
Georgia
$3.22M
4
AWM
Apollon Wealth Management
South Carolina
$742K
5
SAM
Secure Asset Management
Michigan
$3.83M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$6.16M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.99M
3
RJA
Raymond James & Associates
Florida
$10.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$15.3M
5
LPL Financial
LPL Financial
California
$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
26
USAdvisors Wealth Management
Minnesota
$4.99M -$889K -10,537 -15%
TCM
27
Triumph Capital Management
Colorado
$4.98M +$4.98M +59,325 New
US Bancorp
28
US Bancorp
Minnesota
$4.63M -$258K -3,071 -5%
CPIG
29
Chicago Partners Investment Group
Illinois
$4.5M +$139K +1,612 +3%
SAM
30
Secure Asset Management
Michigan
$3.83M +$650K +7,742 +20%
SB
31
Strategic Blueprint
Georgia
$3.22M +$1.49M +17,728 +86%
RFN
32
RDA Financial Network
Iowa
$2.94M +$34K +405 +1%
AWM
33
AE Wealth Management
Kansas
$2.47M -$229K -2,723 -8%
KWS
34
Keystone Wealth Services
California
$2.4M -$62.2K -740 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.34M -$1.07M -12,687 -31%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.14M -$2.08M -24,802 -49%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.07M +$136K +1,619 +7%
FFN
38
Focus Financial Network
Minnesota
$1.81M +$3.36K +40 +0.2%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.77M +$11.9K +142 +0.7%
AI
40
Atria Investments
North Carolina
$1.67M +$208K +2,478 +14%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.52M +$336 +4 +0%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.47M +$56.7K +675 +4%
SPC
43
Sigma Planning Corp
Michigan
$1.42M -$567K -6,749 -29%
PNC
44
Park National Corp
Ohio
$1.4M -$160K -1,901 -10%
CAN
45
Cetera Advisor Networks
California
$1.34M -$24.4K -291 -2%
QPW
46
Quantum Private Wealth
Florida
$1.3M – – –
CCA
47
Clearwater Capital Advisors
Illinois
$1.27M – – –
EWM
48
EPG Wealth Management
Georgia
$1.26M -$28.7K -342 -2%
Stifel Financial
49
Stifel Financial
Missouri
$1.24M -$176K -2,099 -12%
KWM
50
Kaydan Wealth Management
Michigan
$1.13M -$121K -1,436 -10%
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