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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

164 hedge funds and large institutions have $539M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
55
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$32.7M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$11.3M
3
Wells Fargo
3
Wells Fargo
California
$29.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.33M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3.98M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$15.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$86.5M
3
AFP
3
Ausdal Financial Partners
Iowa
$1.54M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$532K
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$961K -$145K -2,002 -13%
SIAP
52
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$913K – – –
AWS
53
Atria Wealth Solutions
New York
$905K -$40.7K -564 -4%
AA
54
Ancora Advisors
Ohio
$882K -$53.5K -741 -6%
OC
55
Oppenheimer & Co
New York
$878K -$73.9K -1,023 -8%
AW
56
ACG Wealth
Georgia
$871K -$13.4K -186 -2%
CAN
57
Cetera Advisor Networks
California
$855K +$78.6K +1,088 +10%
CA
58
Cetera Advisors
Colorado
$830K -$26.1K -361 -3%
SWP
59
Stratos Wealth Partners
Ohio
$786K -$131K -1,809 -14%
SPIA
60
Steward Partners Investment Advisory
New York
$779K -$14.2K -196 -2%
KIG
61
Kowal Investment Group
Wisconsin
$765K +$650 +9 +0.1%
CP
62
Camelot Portfolios
Ohio
$758K -$722 -10 -0.1%
HWM
63
HB Wealth Management
Georgia
$740K – – –
AAS
64
Ameritas Advisory Services
Nebraska
$702K +$5.85K +81 +0.8%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$698K -$69.2K -959 -9%
APA
66
American Portfolios Advisors
New York
$680K +$722 +10 +0.1%
KPWS
67
Kestra Private Wealth Services
Texas
$644K -$15.5K -215 -2%
FAIM
68
Financial Advocates Investment Management
Washington
$631K +$197K +2,729 +45%
Creative Planning
69
Creative Planning
Kansas
$624K -$29.7K -411 -5%
HA
70
HFG Advisors
Ohio
$622K – – –
NA
71
NewEdge Advisors
Louisiana
$617K -$25.4K -352 -4%
AAS
72
Avantax Advisory Services
Texas
$608K -$45.1K -625 -7%
WIM
73
WealthPlan Investment Management
Nebraska
$593K +$593K +7,220 New
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$574K +$11.5K +158 +2%
TRCT
75
Tower Research Capital (TRC)
New York
$570K +$557K +7,708 +4,330%
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