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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

91 hedge funds and large institutions have $1.03B invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
23
Increased
44
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$94.8M
2
Morgan Stanley
Morgan Stanley
New York
$152M
3
AGA
Accuvest Global Advisors
Utah
$41.1M
4
Wells Fargo
Wells Fargo
California
$153M
5
LPL Financial
LPL Financial
California
$73M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$8.97M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.73M
3
LPT
Legacy Private Trust
Wisconsin
$5.22M
4
BAAM
Baker Avenue Asset Management
California
$4.23M
5
PAG
Private Advisor Group
New Jersey
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Advantage Investment Management
Iowa
$187K +$187K +4,103 New
Creative Planning
77
Creative Planning
Kansas
$183K – – –
BFEC
78
Benjamin F. Edwards & Company
Missouri
$156K +$42.1K +925 +37%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$84K +$14.1K +310 +20%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$72K +$20.9K +456 +41%
WRM
81
Westport Resources Management
Connecticut
$62K +$62K +1,350 New
SGC
82
South Georgia Capital
Illinois
$30K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +583 New
ASN
84
Advisory Services Network
Georgia
$18K +$18K +401 New
M
85
MOTCO
Texas
$16K +$3.1K +66 +24%
FBT
86
Founders Bank & Trust
Michigan
$13K – – –
AFS
87
Aft Forsyth & Sober
Florida
$13K – – –
MAS
88
Madden Advisory Services
Florida
$12K – – –
AllianceBernstein
89
AllianceBernstein
Tennessee
$2K – – –
BRWA
90
B. Riley Wealth Advisors
Florida
$1 +$1 +25 New
SI
91
Stephens Inc
Arkansas
– -$1.09M -24,967 Closed
AUB
92
Atlantic Union Bankshares
Virginia
– -$914K -21,000 Closed
CAN
93
Cetera Advisor Networks
California
– -$327K -7,524 Closed
VF
94
Virtu Financial
New York
– -$248K -5,698 Closed
WA
95
Waverly Advisors
Alabama
– -$79K -1,816 Closed
S
96
SignatureFD
Georgia
– -$66K -1,520 Closed
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