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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

99 hedge funds and large institutions have $1.18B invested in First Trust Large Cap Core AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
16
Increased
51
Reduced
24
Closed
5
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$12K

Top Buyers

1
BTS
BB&T Securities
Virginia
+$36.7M
2
Wells Fargo
Wells Fargo
California
+$26.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M
4
Bank of America
Bank of America
North Carolina
+$14.5M
5
ACM
Aviance Capital Management
Florida
+$10.2M

Top Sellers

1
AGA
Accuvest Global Advisors
Utah
-$9.71M
2
SPC
Sigma Planning Corp
Michigan
-$4.22M
3
UBS Group
UBS Group
Switzerland
-$2.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.26M
5
LPT
Legacy Private Trust
Wisconsin
-$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$994K +$994K +21,348 New
RPG
52
Risk Paradigm Group
Texas
$919K +$919K +19,729 New
FHA
53
First Horizon Advisors
Tennessee
$820K – – –
FHC
54
First Heartland Consultants
Missouri
$803K +$71.6K +1,537 +10%
M&T Bank
55
M&T Bank
New York
$801K +$572K +12,288 +249%
Citadel Advisors
56
Citadel Advisors
Florida
$724K +$724K +15,547 New
WEC
57
Winslow Evans & Crocker
Massachusetts
$714K +$209K +4,496 +41%
SS
58
Simplicity Solutions
Minnesota
$689K +$216K +4,627 +46%
TRCT
59
Tower Research Capital (TRC)
New York
$687K -$235K -5,049 -25%
VAM
60
Visionary Asset Management
Texas
$658K -$98K -2,103 -13%
SI
61
SII Investments
Wisconsin
$642K +$249K +5,349 +63%
WCM
62
Wealthcare Capital Management
Virginia
$638K +$638K +13,694 New
PNC
63
Park National Corp
Ohio
$617K +$89.1K +1,910 +17%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$587K +$287K +6,125 +96%
SWP
65
Stratos Wealth Partners
Ohio
$538K +$328K +7,039 +156%
SPC
66
Sigma Planning Corp
Michigan
$491K -$4.22M -90,603 -90%
ASN
67
Advisory Services Network
Georgia
$491K +$472K +10,041 +2,504%
PAG
68
Private Advisor Group
New Jersey
$437K -$21.1K -454 -5%
CAM
69
Concorde Asset Management
Michigan
$437K +$151K +3,235 +53%
RIA
70
Regal Investment Advisors
Michigan
$436K -$4.66K -100 -1%
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$373K – – –
PAS
72
Partnervest Advisory Services
California
$360K -$17.1K -367 -5%
VF
73
Virtu Financial
New York
$356K +$356K +7,646 New
FIG
74
Fusion Investment Group
Pennsylvania
$336K -$17.1K -367 -5%
ICOA
75
Investment Centers of America
North Dakota
$331K +$331K +7,090 New
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