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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
57
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$10.2M
2
BEI
2
Benjamin Edwards Inc
Missouri
$5.23M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$52.4M
5
EWM
5
EPG Wealth Management
Georgia
$1.49M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.91M
2
Wells Fargo
2
Wells Fargo
California
$48.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.12M
4
AIA
4
Arrow Investment Advisors
Maryland
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$5.5M +$18.9K +181 +0.3%
BEI
27
Benjamin Edwards Inc
Missouri
$5.23M +$5.23M +50,136 New
Goldman Sachs
28
Goldman Sachs
New York
$4.4M +$2.31M +22,220 +111%
SAM
29
Secure Asset Management
Michigan
$4.33M +$106K +1,021 +3%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$4.23M -$26.5K -254 -0.6%
SA
31
Sanctuary Advisors
Indiana
$3.26M +$123K +1,098 +4%
KAS
32
KPP Advisory Services
Kentucky
$2.98M +$104 +1 +0%
DADC
33
D.A. Davidson & Co
Montana
$2.85M -$9.69K -93 -0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.56M +$6.88K +66 +0.3%
KWS
35
Keystone Wealth Services
California
$2.37M -$84.9K -815 -3%
TWM
36
TCFG Wealth Management
California
$2.27M +$2.27M +21,794 New
LI
37
LVZ Inc
Michigan
$2.24M +$25.2K +242 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.12M +$834 +8 +0%
BAM
39
Belpointe Asset Management
Nevada
$1.93M +$74K +710 +4%
KAS
40
Kestra Advisory Services
Texas
$1.91M -$16.3M -156,916 -90%
FAIM
41
Financial Advocates Investment Management
Washington
$1.69M +$80.4K +772 +5%
FFN
42
Focus Financial Network
Minnesota
$1.68M -$65.2K -626 -4%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.62M – – –
ACGA
44
Atlanta Consulting Group Advisors
Georgia
$1.57M – – –
CCA
45
Clearwater Capital Advisors
Illinois
$1.57M – – –
EWM
46
EPG Wealth Management
Georgia
$1.49M +$1.49M +14,340 New
P
47
&Partners
Tennessee
$1.48M +$1.48M +14,227 New
WIA
48
Wetzel Investment Advisors
Indiana
$1.46M -$56.1K -539 -4%
Jane Street
49
Jane Street
New York
$1.42M +$1.42M +13,608 New
AWM
50
AE Wealth Management
Kansas
$1.42M -$115K -1,101 -7%
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