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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

141 hedge funds and large institutions have $690M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
47
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$10.4M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$8.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.22M
5
CS
Credit Suisse
Switzerland
+$5.57M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$38.1M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
BTS
BB&T Securities
Virginia
-$15.4M
4
Bank of America
Bank of America
North Carolina
-$7.33M
5
SAM
Shamrock Asset Management
Texas
-$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.32M +$23.4K +450 +2%
GIA
52
Gladstone Institutional Advisory
Florida
$1.3M +$1.3M +25,017 New
Citigroup
53
Citigroup
New York
$1.29M +$82.3K +1,580 +7%
IA
54
IFP Advisors
Florida
$1.26M -$143K -2,769 -10%
WP
55
WealthPLAN Partners
Nebraska
$1.25M -$181K -3,067 -13%
GWM
56
Geneos Wealth Management
Colorado
$1.07M +$14.7K +285 +1%
AA
57
Ancora Advisors
Ohio
$1.06M – – –
LPT
58
Legacy Private Trust
Wisconsin
$1.02M -$238K -4,573 -19%
TFA
59
Transamerica Financial Advisors
Florida
$981K -$3.64M -69,779 -79%
SWP
60
Stratos Wealth Partners
Ohio
$943K -$274K -5,253 -22%
FAIM
61
Financial Advocates Investment Management
Washington
$937K -$400K -7,669 -30%
LWAC
62
Laurel Wealth Advisors (California)
California
$877K -$16.1K -310 -2%
CA
63
Cetera Advisors
Colorado
$860K -$141K -2,692 -14%
KWM
64
Kingsview Wealth Management
Oregon
$858K -$23.5K -452 -3%
IWM
65
IHT Wealth Management
Illinois
$830K +$318K +6,113 +62%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$738K +$11.9K +229 +2%
CWM
67
Cornerstone Wealth Management
Missouri
$682K -$38.1M -733,973 -98%
LI
68
LVZ Inc
Michigan
$676K -$3.03K -58 -0.4%
BW
69
Bison Wealth
Georgia
$656K -$45.4K -870 -6%
Ameriprise
70
Ameriprise
Minnesota
$653K +$590K +11,333 +944%
HB
71
Homrich & Berg
Georgia
$642K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$579K +$500K +9,590 +631%
SPC
73
Sigma Planning Corp
Michigan
$521K +$1.56K +30 +0.3%
APA
74
American Portfolios Advisors
New York
$510K +$74.2K +1,424 +17%
SS
75
Simplicity Solutions
Minnesota
$508K +$125K +2,393 +33%
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