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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

47 hedge funds and large institutions have $384M invested in First Trust Large Cap Core AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
28
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$44.9M
2
Morgan Stanley
Morgan Stanley
New York
$65.2M
3
Wells Fargo
Wells Fargo
California
$60.6M
4
Bank of America
Bank of America
North Carolina
$32.7M
5
LPT
Legacy Private Trust
Wisconsin
$5.25M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.52M
2
AGA
Accuvest Global Advisors
Utah
$0
3
VFS
VSR Financial Services
Kansas
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
– -$297K -7,920 Closed
CS
52
Comerica Securities
Michigan
– -$276K -7,354 Closed
Jane Street
53
Jane Street
New York
– -$233K -6,217 Closed
KIG
54
Kessler Investment Group
Indiana
– -$69K -1,830 Closed
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