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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

139 hedge funds and large institutions have $807M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
58
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.79M
3
LPL Financial
LPL Financial
California
+$5.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.36M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.35M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$12.6M
2
Wells Fargo
Wells Fargo
California
-$6.14M
3
CS
Credit Suisse
Switzerland
-$5.85M
4
AG
Advisor Group
Arizona
-$3.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$1.64M +$24.5K +420 +2%
TFA
52
Transamerica Financial Advisors
Florida
$1.63M +$1.63M +27,817 New
DADC
53
D.A. Davidson & Co
Montana
$1.53M +$35K +600 +2%
LA
54
LexAurum Advisors
Kansas
$1.51M +$217K +3,712 +17%
IA
55
IFP Advisors
Florida
$1.5M – – –
AA
56
Ancora Advisors
Ohio
$1.49M +$104K +1,787 +8%
FAIM
57
Financial Advocates Investment Management
Washington
$1.48M +$7.48K +128 +0.5%
SS
58
Simplicity Solutions
Minnesota
$1.44M -$79.2K -1,356 -5%
Citigroup
59
Citigroup
New York
$1.42M -$5.67K -97 -0.4%
GWM
60
Geneos Wealth Management
Colorado
$1.23M -$54.9K -940 -4%
CA
61
Cetera Advisors
Colorado
$1.17M +$21.1K +360 +2%
CP
62
Camelot Portfolios
Ohio
$1.16M +$683K +11,751 +143%
FPGK
63
Financial Partners Group (Kansas)
Kansas
$960K – – –
BW
64
Bison Wealth
Georgia
$915K +$10.8K +185 +1%
ASN
65
Advisory Services Network
Georgia
$911K +$34.8K +595 +4%
PNC
66
Park National Corp
Ohio
$879K +$23.2K +397 +3%
LWAC
67
Laurel Wealth Advisors (California)
California
$872K +$292 +5 +0%
PFS
68
Prospera Financial Services
Texas
$863K +$256K +4,390 +42%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$831K -$169K -2,886 -17%
SG
70
StoneX Group
New York
$812K +$252K +4,315 +45%
KWM
71
Kingsview Wealth Management
Oregon
$788K +$74.2K +1,270 +10%
CWM
72
Cornerstone Wealth Management
Missouri
$785K +$14K +244 +2%
IWM
73
IHT Wealth Management
Illinois
$745K -$44K -770 -6%
CPIG
74
Chicago Partners Investment Group
Illinois
$743K +$4.73K +81 +0.6%
HB
75
Homrich & Berg
Georgia
$720K -$191K -3,263 -21%
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