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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$19.9M
2
KAS
Kestra Advisory Services
Texas
$18.4M
3
Goldman Sachs
Goldman Sachs
New York
$3.59M
4
LPL Financial
LPL Financial
California
$80.7M
5
RJA
Raymond James & Associates
Florida
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$104M
2
Wells Fargo
Wells Fargo
California
$47.6M
3
SOS
Silver Oak Securities
Tennessee
$14.4M
4
Truist Financial
Truist Financial
North Carolina
$16.3M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
51
Centaurus Financial
California
$1.37M -$5.86K -59 -0.4%
WIA
52
Wetzel Investment Advisors
Indiana
$1.34M -$54.9K -586 -4%
Comerica Bank
53
Comerica Bank
Texas
$1.3M -$39.2K -395 -3%
AAS
54
Ameritas Advisory Services
Nebraska
$1.28M +$766K +7,815 +150%
OC
55
Oppenheimer & Co
New York
$1.27M +$30.3K +305 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$1.25M +$159K +1,605 +15%
IWM
57
Iams Wealth Management
Nebraska
$1.25M +$415K +4,377 +50%
KWM
58
Kaydan Wealth Management
Michigan
$1.22M -$22.6K -228 -2%
SWP
59
Stratos Wealth Partners
Ohio
$1.13M -$22.8K -230 -2%
HI
60
Harbour Investments
Wisconsin
$1.12M +$398K +4,006 +55%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$1.11M -$13.6K -137 -1%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.09M -$98.2K -990 -8%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.05M -$62.9K -634 -6%
AA
64
Ancora Advisors
Ohio
$1.03M – – –
AWS
65
Atria Wealth Solutions
New York
$1.02M +$8.93K +90 +0.9%
KIG
66
Kowal Investment Group
Wisconsin
$1.01M +$298 +3 +0%
RFN
67
RDA Financial Network
Iowa
$1.01M -$346K -3,486 -26%
FF
68
Farrell Financial
New York
$992K +$10K +101 +1%
SF
69
Summit Financial
New Jersey
$975K +$401K +4,044 +70%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$972K +$14.9K +150 +2%
GIA
71
Gladstone Institutional Advisory
Florida
$937K -$16.5K -166 -2%
KPWS
72
Kestra Private Wealth Services
Texas
$916K -$23.6K -238 -3%
SPC
73
Sigma Planning Corp
Michigan
$848K +$467K +4,708 +123%
Creative Planning
74
Creative Planning
Kansas
$825K +$1.09K +11 +0.1%
CAM
75
Cozad Asset Management
Illinois
$813K +$198 +2 +0%
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