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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$19.9M
2
KAS
Kestra Advisory Services
Texas
$18.4M
3
Goldman Sachs
Goldman Sachs
New York
$3.59M
4
LPL Financial
LPL Financial
California
$80.7M
5
RJA
Raymond James & Associates
Florida
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$104M
2
Wells Fargo
Wells Fargo
California
$47.6M
3
SOS
Silver Oak Securities
Tennessee
$14.4M
4
Truist Financial
Truist Financial
North Carolina
$16.3M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$5.4M +$1.38M +13,893 +34%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$4.58M +$576K +5,809 +14%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$4.16M -$13K -131 -0.3%
SAM
29
Secure Asset Management
Michigan
$4.11M -$208K -2,091 -5%
Citadel Advisors
30
Citadel Advisors
Florida
$3.63M +$448K +4,519 +14%
Goldman Sachs
31
Goldman Sachs
New York
$3.59M +$3.59M +36,182 New
KAS
32
KPP Advisory Services
Kentucky
$2.86M +$2.86M +28,811 New
DADC
33
D.A. Davidson & Co
Montana
$2.74M -$276K -2,785 -9%
KWS
34
Keystone Wealth Services
California
$2.44M -$61.7K -622 -2%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.39M -$125K -1,260 -5%
LI
36
LVZ Inc
Michigan
$2.16M +$977K +9,843 +83%
CA
37
Cetera Advisors
Colorado
$2.11M +$1.13M +11,393 +115%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.11M +$371K +3,742 +21%
FFN
39
Focus Financial Network
Minnesota
$1.93M -$108K -1,153 -5%
CAN
40
Cetera Advisor Networks
California
$1.79M +$12.9K +130 +0.7%
BAM
41
Belpointe Asset Management
Nevada
$1.58M +$797K +8,027 +102%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.57M -$13.4K -135 -0.8%
FAIM
43
Financial Advocates Investment Management
Washington
$1.54M -$35.5K -358 -2%
AWM
44
AE Wealth Management
Kansas
$1.51M -$783K -7,892 -34%
EWM
45
EPG Wealth Management
Georgia
$1.51M +$2.68K +27 +0.2%
ACGA
46
Atlanta Consulting Group Advisors
Georgia
$1.49M +$1.49M +15,049 New
CCA
47
Clearwater Capital Advisors
Illinois
$1.49M -$3.97K -40 -0.3%
PNC
48
Park National Corp
Ohio
$1.48M -$44.2K -445 -3%
TFA
49
Transamerica Financial Advisors
Florida
$1.47M +$520K +5,237 +55%
Stifel Financial
50
Stifel Financial
Missouri
$1.44M +$10.5K +106 +0.7%
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