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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
48
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
$27.3M
2
CF
Centaurus Financial
California
$6.34M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10M
4
FFN
Focus Financial Network
Minnesota
$1.96M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.48M

Top Sellers

1
GIA
Gladstone Institutional Advisory
Florida
$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.44M
5
LPL Financial
LPL Financial
California
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$1.18M +$1.18M +13,409 New
IWM
52
IHT Wealth Management
Illinois
$1.17M +$1.32K +15 +0.1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.17M -$1.54M -17,452 -57%
Goldman Sachs
54
Goldman Sachs
New York
$1.16M +$461K +5,224 +66%
AA
55
Ancora Advisors
Ohio
$1.14M – – –
CA
56
Cetera Advisors
Colorado
$1.14M +$413K +4,674 +57%
SIAP
57
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.11M -$39.3K -445 -3%
APA
58
American Portfolios Advisors
New York
$1.1M +$2.3K +26 +0.2%
SWP
59
Stratos Wealth Partners
Ohio
$1.09M +$18.7K +212 +2%
AW
60
ACG Wealth
Georgia
$1.05M -$119K -1,350 -10%
AAS
61
Avantax Advisory Services
Texas
$1.04M -$142K -1,596 -12%
SPC
62
Sigma Planning Corp
Michigan
$1.04M -$444K -5,027 -30%
KAS
63
Kestra Advisory Services
Texas
$984K -$42.3K -479 -4%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$974K +$7.23K +82 +0.7%
SPIA
65
Steward Partners Investment Advisory
New York
$968K +$1.32K +15 +0.1%
CP
66
Camelot Portfolios
Ohio
$958K -$34.2K -388 -3%
KIG
67
Kowal Investment Group
Wisconsin
$934K +$353 +4 +0%
HWM
68
HB Wealth Management
Georgia
$904K – – –
MCC
69
Money Concepts Capital
Florida
$876K +$876K +9,925 New
AAS
70
Ameritas Advisory Services
Nebraska
$860K +$217K +2,464 +34%
CAN
71
Cetera Advisor Networks
California
$859K -$99.7K -1,130 -10%
GSWM
72
Golden State Wealth Management
California
$816K – – –
KPWS
73
Kestra Private Wealth Services
Texas
$814K -$19.4K -220 -2%
Creative Planning
74
Creative Planning
Kansas
$805K +$441 +5 +0.1%
CC
75
Cypress Capital
Tennessee
$782K – – –
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3
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