FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

199 hedge funds and large institutions have $682M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$57.7M
2
BFEC
Benjamin F. Edwards & Company
Missouri
$4.82M
3
AIA
Arrow Investment Advisors
Maryland
$3.57M
4
DWA
Dorsey Wright & Associates
California
$2.21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$98.5M
2
LPL Financial
LPL Financial
California
$77M
3
Goldman Sachs
Goldman Sachs
New York
$1.95M
4
EWM
EPG Wealth Management
Georgia
$1.47M
5
IWM
Iams Wealth Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$5.1M -$172K -1,775 -3%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$4.82M +$3.74M +38,544 +345%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.6M +$126K +1,299 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$3.96M -$100K -1,031 -2%
SAM
30
Secure Asset Management
Michigan
$3.93M -$83.2K -858 -2%
AIA
31
Arrow Investment Advisors
Maryland
$3.57M +$3.57M +36,765 New
Citadel Advisors
32
Citadel Advisors
Florida
$2.99M -$557K -5,746 -16%
KAS
33
KPP Advisory Services
Kentucky
$2.78M -$15.2K -157 -0.5%
SA
34
Sanctuary Advisors
Indiana
$2.67M +$2.67M +27,997 New
DADC
35
D.A. Davidson & Co
Montana
$2.66M -$14.8K -153 -0.6%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.37M +$39K +402 +2%
KWS
37
Keystone Wealth Services
California
$2.29M -$102K -1,049 -4%
DWA
38
Dorsey Wright & Associates
California
$2.21M +$2.21M +22,810 New
LI
39
LVZ Inc
Michigan
$2.06M -$53.2K -548 -3%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.97M -$94.6K -976 -5%
Goldman Sachs
41
Goldman Sachs
New York
$1.95M -$1.56M -16,121 -45%
Stifel Financial
42
Stifel Financial
Missouri
$1.72M +$315K +3,246 +22%
BAM
43
Belpointe Asset Management
Nevada
$1.72M +$182K +1,875 +12%
FFN
44
Focus Financial Network
Minnesota
$1.67M -$390K -3,895 -19%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$1.51M -$27.3K -281 -2%
FAIM
46
Financial Advocates Investment Management
Washington
$1.5M +$194 +2 +0%
EWM
47
EPG Wealth Management
Georgia
$1.47M -$1.51M -15,199 Closed
ACGA
48
Atlanta Consulting Group Advisors
Georgia
$1.46M – – –
CCA
49
Clearwater Capital Advisors
Illinois
$1.46M – – –
WIA
50
Wetzel Investment Advisors
Indiana
$1.44M +$17.7K +178 +1%
1
2
3 4 5