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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $532M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
34
Reduced
58
Closed
7
Calls
$573K
Puts
–
Net Calls
+$573K
Net Calls Change
+$3.43M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.17M
2
AWA
Arkadios Wealth Advisors
Georgia
+$1.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.54M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.1M

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.6M
2
First Trust Advisors
First Trust Advisors
Illinois
-$4.39M
3
UBS Group
UBS Group
Switzerland
-$2.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.27M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$949K -$47K -640 -5%
SIAP
52
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$946K -$51.4K -700 -5%
1W
53
1776 Wealth
Georgia
$936K – – –
AA
54
Ancora Advisors
Ohio
$929K – – –
SWP
55
Stratos Wealth Partners
Ohio
$904K -$61.7K -840 -6%
SPIA
56
Steward Partners Investment Advisory
New York
$815K -$108K -1,470 -12%
KIG
57
Kowal Investment Group
Wisconsin
$812K +$812K +10,566 New
CS
58
Credit Suisse
Switzerland
$804K +$108K +1,464 +15%
HB
59
Homrich & Berg
Georgia
$752K -$152K -2,075 -17%
SS
60
Simplicity Solutions
Minnesota
$746K +$179K +2,439 +32%
KPWS
61
Kestra Private Wealth Services
Texas
$700K +$15.9K +217 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$690K +$24.3K +331 +4%
WP
63
WealthPLAN Partners
Nebraska
$680K +$8.33K +108 +1%
GSWM
64
Golden State Wealth Management
California
$679K -$50.9K -693 -7%
APW
65
Aurora Private Wealth
New Jersey
$659K +$2.2K +30 +0.3%
EAM
66
Eukles Asset Management
Ohio
$658K -$7.78K -106 -1%
ASN
67
Advisory Services Network
Georgia
$645K +$72.9K +992 +13%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$642K +$56.3K +767 +10%
AGA
69
Arkos Global Advisors
Texas
$637K -$1.84K -25 -0.3%
CS
70
Comerica Securities
Michigan
$592K -$10.2K -139 -2%
CBFP
71
Cedar Brook Financial Partners
Ohio
$571K -$424K -5,773 -43%
SPC
72
Sigma Planning Corp
Michigan
$567K -$71.1K -969 -11%
CA
73
Cetera Advisors
Colorado
$557K -$21.2K -289 -4%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$536K – – –
VFA
75
Voya Financial Advisors
Connecticut
$523K -$81.9K -1,120 -14%
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