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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

91 hedge funds and large institutions have $1.03B invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
23
Increased
44
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$94.8M
2
Morgan Stanley
Morgan Stanley
New York
$152M
3
AGA
Accuvest Global Advisors
Utah
$41.1M
4
Wells Fargo
Wells Fargo
California
$153M
5
LPL Financial
LPL Financial
California
$73M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$8.97M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.73M
3
LPT
Legacy Private Trust
Wisconsin
$5.22M
4
BAAM
Baker Avenue Asset Management
California
$4.23M
5
PAG
Private Advisor Group
New Jersey
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
51
Visionary Asset Management
Texas
$740K +$43.9K +962 +6%
FHC
52
First Heartland Consultants
Missouri
$717K -$447K -9,795 -38%
PNC
53
Park National Corp
Ohio
$517K +$183K +4,020 +55%
Deutsche Bank
54
Deutsche Bank
Germany
$512K +$23.3K +512 +5%
WEC
55
Winslow Evans & Crocker
Massachusetts
$494K +$396K +8,684 +404%
SS
56
Simplicity Solutions
Minnesota
$463K +$463K +10,157 New
NES
57
New England Securities
New York
$460K +$137 +3 +0%
CS
58
Credit Suisse
Switzerland
$451K +$451K +9,894 New
PAG
59
Private Advisor Group
New Jersey
$449K -$1.43M -31,447 -76%
RIA
60
Regal Investment Advisors
Michigan
$432K – – –
NFG
61
Next Financial Group
Texas
$388K +$148K +3,240 +62%
SI
62
SII Investments
Wisconsin
$386K -$402K -8,804 -51%
UCFA
63
United Capital Financial Advisors
Texas
$376K +$376K +8,251 New
PAS
64
Partnervest Advisory Services
California
$370K -$2.51K -55 -0.7%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$365K – – –
FIG
66
Fusion Investment Group
Pennsylvania
$346K -$2.51K -55 -0.7%
SFWA
67
Summit Financial Wealth Advisors
Louisiana
$292K +$292K +6,400 New
CAM
68
Concorde Asset Management
Michigan
$281K +$281K +6,147 New
BRWM
69
B. Riley Wealth Management
Tennessee
$242K – – –
WS
70
Wedbush Securities
California
$230K +$230K +5,051 New
M&T Bank
71
M&T Bank
New York
$225K +$225K +4,927 New
UFA
72
US Financial Advisors
Massachusetts
$213K +$213K +4,671 New
NPC
73
National Planning Corporation
California
$212K -$73.9K -1,650 -26%
SWP
74
Stratos Wealth Partners
Ohio
$206K +$206K +4,522 New
CPIG
75
Chicago Partners Investment Group
Illinois
$192K +$192K +4,198 New
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