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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $783M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
54
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.13M
3
AG
Advisor Group
Arizona
+$4.42M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.03M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11M
3
CS
Credit Suisse
Switzerland
-$9.44M
4
Jane Street
Jane Street
New York
-$2.64M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Eukles Asset Management
Ohio
$1.64M -$113K -1,903 -6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.44M -$73.2K -1,230 -5%
SIAP
53
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.44M -$65.5K -1,100 -4%
RFN
54
RDA Financial Network
Iowa
$1.39M +$1.39M +22,603 New
Citigroup
55
Citigroup
New York
$1.38M -$91.3K -1,532 -6%
Jane Street
56
Jane Street
New York
$1.27M -$2.64M -44,434 -68%
GWM
57
Geneos Wealth Management
Colorado
$1.25M +$14.6K +245 +1%
WP
58
WealthPLAN Partners
Nebraska
$1.2M -$62.4K -1,049 -5%
AA
59
Ancora Advisors
Ohio
$1.16M -$58K -975 -5%
LWAC
60
Laurel Wealth Advisors (California)
California
$1.11M +$106K +1,779 +11%
CWM
61
Cornerstone Wealth Management
Missouri
$1.08M – – –
CS
62
Credit Suisse
Switzerland
$1.04M -$9.44M -158,738 -90%
CA
63
Cetera Advisors
Colorado
$1.03M +$53.9K +906 +6%
LPT
64
Legacy Private Trust
Wisconsin
$1.01M -$160K -2,693 -14%
KWM
65
Kingsview Wealth Management
Oregon
$983K +$2.62K +44 +0.3%
IWC
66
Integrated Wealth Concepts
Massachusetts
$972K +$972K +16,333 New
SWP
67
Stratos Wealth Partners
Ohio
$941K -$136K -2,284 -13%
APA
68
American Portfolios Advisors
New York
$928K +$346K +5,818 +59%
IWM
69
IHT Wealth Management
Illinois
$898K -$50.3K -845 -5%
CAN
70
Cetera Advisor Networks
California
$841K -$900K -15,091 -52%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$841K -$297 -5 -0%
LI
72
LVZ Inc
Michigan
$779K +$7.56K +127 +1%
BW
73
Bison Wealth
Georgia
$749K – – –
HB
74
Homrich & Berg
Georgia
$733K – – –
IA
75
IFP Advisors
Florida
$704K -$744K -12,497 -51%
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3
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