FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $644M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
66
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$26.4M
2
LPL Financial
LPL Financial
California
$78.3M
3
RA
RiverTree Advisors
Florida
$4.08M
4
RJA
Raymond James & Associates
Florida
$15M
5
Wells Fargo
Wells Fargo
California
$35.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$20M
2
HI
Harbour Investments
Wisconsin
$574K
3
AFP
Ausdal Financial Partners
Iowa
$227K
4
Morgan Stanley
Morgan Stanley
New York
$94.9M
5
Goldman Sachs
Goldman Sachs
New York
$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.26M +$855K +10,675 +212%
QPW
52
Quantum Private Wealth
Florida
$1.24M -$16K -200 -1%
EWM
53
EPG Wealth Management
Georgia
$1.22M -$3.76K -47 -0.3%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.19M +$1.19M +14,883 New
IWM
55
IHT Wealth Management
Illinois
$1.18M +$56.9K +710 +5%
AAS
56
Ameritas Advisory Services
Nebraska
$1.17M +$392K +4,891 +50%
IAS
57
Insigneo Advisory Services
Florida
$1.08M +$1.08M +13,540 New
AWS
58
Atria Wealth Solutions
New York
$1.05M +$42K +524 +4%
OC
59
Oppenheimer & Co
New York
$1.02M +$45.8K +572 +5%
AA
60
Ancora Advisors
Ohio
$958K -$20K -250 -2%
SIAP
61
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$947K -$65.3K -815 -6%
SWP
62
Stratos Wealth Partners
Ohio
$944K +$72.6K +907 +8%
GIA
63
Gladstone Institutional Advisory
Florida
$896K -$170K -2,121 -16%
SPIA
64
Steward Partners Investment Advisory
New York
$857K -$6.01K -75 -0.7%
KIG
65
Kowal Investment Group
Wisconsin
$849K +$801 +10 +0.1%
CA
66
Cetera Advisors
Colorado
$846K -$73.4K -917 -8%
HWM
67
HB Wealth Management
Georgia
$820K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$820K +$46K +575 +6%
KPWS
69
Kestra Private Wealth Services
Texas
$786K +$72.6K +907 +10%
Citadel Advisors
70
Citadel Advisors
Florida
$761K +$761K +9,502 New
FAIM
71
Financial Advocates Investment Management
Washington
$728K +$28.8K +360 +4%
MCC
72
Money Concepts Capital
Florida
$722K +$722K +9,020 New
Creative Planning
73
Creative Planning
Kansas
$717K +$24.7K +309 +4%
HA
74
HFG Advisors
Ohio
$690K – – –
IWC
75
Integrated Wealth Concepts
Massachusetts
$656K +$30.7K +383 +5%
1 2
3
4 5